Brent
Hunsberger
Silver Oak Advisory Group
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About this Advisor
Brent Hunsberger is a certified financial planner operating in Portland, Oregon, who has 9 years of relevant experience. Hunsberger is an advisor for Silver Oak Advisory Group. Over the course of their career, they have held roles at Oregonian, Silver Oak Advisory Group and New Outlook Financial, LLC. Hunsberger holds a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Oregon. Silver Oak Advisory Group is a registered investment business based in Portland, OR. It handles $304 million in assets under management among its 667 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 667 customer accounts, 61% are held by high-net-worth individuals who have at least $1 million in assets. Silver Oak Advisory Group has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules usually are based on the services offered. Fee types charged by Silver Oak Advisory Group likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Silver Oak Advisory Group Brokerage Details
$303,481,379
7
667
$454,995
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brent Hunsberger Work History
Brent has been registered as a financial advisor for 9 years.*
Silver Oak Advisory Group
New Outlook Financial, LLC
Oregonian
*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 Brent Hunsberger 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 Advisory Group
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
