William
Reuther

Silver Oak Securities, Inc

CRD#5539627
Investment Advisor
in Knoxville, TN

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About this Advisor

William Reuther is a financial advisor based in Knoxville, Tennessee, working with Silver Oak Securities, Inc. William has previously held positions at Securities Service Network, Private Client Services, Silver Oak Securities, and Lamon & Stern. William has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, William is part of Silver Oak Securities, Inc, which operates out of Knoxville, Tennessee. 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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9729 Cogdill Rd. Ste. 104
Knoxville, TN 37932

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Silver Oak Securities, Inc Brokerage Details

Total Assets Under Management

$1,463,326,334

TN Average: $730,596,643
Total Number of Employees

105

TN Average: 15
Total Number of Accounts

10,311

TN Average: 968
Average Account Size

$141,919

TN Average: $754,749

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

William Reuther Work History

2023 - Present (1 year)

Lamon & Stern

2021 - Present (3 years)

Silver Oak Securities

2021 - 2021 (< 1 year)

Private Client Services

2006 - 2021 (15 years)

Securites Service Network

Disclosures

Please visit the SEC profile of William Reuther 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

Aubrey Gibbs
Alpharetta, GA
Samuel Zurcher
West Des Moines, IA
Joanna Habegger
Indianapolis, IN
Michael Ohmstede
Lexington, KY
Danny Delgado
Chicago, IL
Alvin Smith
Brentwood, TN
Erik Hoffman
Florence, KY
Jeremy Saham
Beachwood, OH

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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