Kevin
Biven
Silver Oak Securities, Inc
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About this Advisor
Kevin Biven is a financial advisor based in Louisville, Kentucky, working with Silver Oak Securities, Inc. Kevin has previously held positions at Biven Insurance Inc Dba Burns Insurance, Silver Oak Securities, Inc, and Biven Insurance Inc Dba Biven Financial Services. Kevin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky. Currently, Kevin is part of Silver Oak Securities, Inc, which operates out of Louisville, Kentucky. The firm has 76 offices and 105 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. 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
Kevin Biven Work History
Silver Oak Securities, Inc
Biven Insurance Inc Dba Biven Financial Services
Biven Insurance Inc Dba Burns Insurance
Disclosures
Please visit the SEC profile of Kevin Biven 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
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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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