Jon
Winteregg
Silver Oak Securities, Inc
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About this Advisor
Jon Winteregg is a financial advisor based in Greenwood, Indiana, working with Silver Oak Securities, Inc. Jon has previously held positions at Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc, and Silver Oak Securities, Inc. Jon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Indiana. Currently, Jon is part of Silver Oak Securities, Inc, which operates out of Greenwood, Indiana. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Silver Oak Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,463,326,334
105
10,311
$141,919
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jon Winteregg Work History
Silver Oak Securities, Inc
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network
Ssn Advisory, Inc
Disclosures
Please visit the SEC profile of Jon Winteregg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silver Oak Securities, Inc
West Des Moines, IA
Chicago, IL
Indianapolis, IN
Lexington, KY
Alpharetta, GA
Florence, KY
Beachwood, OH
Brentwood, TN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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