Kevin
Biven
Silver Oak Securities, Inc
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About this Advisor
Kevin Biven is a financial advisor operating out of Louisville, Kentucky with a total of 5 years of relevant experience. Biven is an employee of Silver Oak Securities, Inc. The advisor has gained experience at Biven Insurance Inc Dba Burns Insurance, Silver Oak Securities, Inc and Biven Insurance Inc Dba Biven Financial Services. Biven maintains Series 63 and Series 66 licenses, which qualify them as a securities agent, and can serve investors in Kentucky. Silver Oak Securities, Inc is a registered investment firm operating out of Jackson, TN. It has offices in 75 locations and a total of 96 advisors. It has $1 billion in total assets among its 10,178 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 10,178 customer accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on the services offered. However, fees billed by Silver Oak Securities, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Oak Securities, Inc Brokerage Details
$1,092,291,574
96
10,178
$107,319
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
Kevin has been registered as a financial advisor for 5 years.*
Silver Oak Securities, Inc
Biven Insurance Inc Dba Biven Financial Services
Biven Insurance Inc Dba Burns Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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