Silver Oak Securities, Inc.

This month, we’re shining a spotlight 🔦 on Robert Ahler, CMT, our Equity & Option Trade Specialist! Rob brings almost three decades of experience in trading and compliance to his role at Silver Oak, where he focuses on continuing to improve the AdvisorFX platform and all trade-related functionality. Rob is also passionate about working out, loves riding ATVs, and is an avid Formula 1 racing fan. 🏎️ Connect with Rob on LinkedIn: https://lnkd.in/gR9psD9b

Does your firm win on core values and culture? For Edwin McKnight, 🌳 Silver Oak 🌳 was a perfect match of core values and culture. Can you say that about your broker-dealer? If not, it might be time to make a change. Our guide to a fear-free transition can help 👉🏼 https://lnkd.in/g6hYZFA7 #Independence #JoinSilverOak #SilverOakSecurities #Fearless

Want a sneak peek into what makes Silver Oak special? See why so many financial professionals call us home. From empowering support to a vibrant culture, this is your all-access look at what we’re all about. Watch now: https://lnkd.in/gtQWshRp

⭐ It’s Milestone Monday ⭐ This month we’re celebrating the following anniversaries Abraham Clinch - 3 years Andrew Martin - 6 years Brigitte Curcio - 3 years Charlotte Hearn - 7 years Clarence Daniels - 1 year Danny Steele - 6 years Donna Strickland - 3 years Edwin Jaffe - 12 years Elena Casanova - 1 year Genevieve Fett - 6 years Glenda Keith - 3 years Grafton Newman - 18 years James Daria - 4 years James Zipursky - 10 years Jeremiah Hughes - 11 years John Cogswell - 3 years John Steele - 12 years Joshua Travis - 1 year Judith Moffitt - 6 years Lisa Mason - 11 years Martin Zinser - 18 years Michael Moffitt - 6 years Michelle Byer - 6 years Raymond Brandon - 1 year Russell Luce - 2 years Vicky Hulsey - 8 years William Bingham - 11 years Zachary Buckland - 13 years Thank you for being a part of the Silver Oak team!

👶🌟 How is an advisor transition like childbirth? And how did the pandemic change the game? Read this interview to find out! Silver Oak CEO Billy Hopkins interviewed Grier Rubeling of Advisor Transition Services in this article for Digital Wealth News to suss out how the transition process for financial advisors has changed over the last decade or so. Grier assists with dozens of advisor transitions every year and has been doing it for a very long time, so naturally she knows her stuff. In the interview, she shared some key insights and advice for advisors considering a move: 🔑 Tech has revolutionized transitions — tools like DocuSign have streamlined workflows that used to be manual. 🔑 Preparation is everything — advisors need to collect client data and know the process inside and out before making the move. 🔑 Set clear expectations with clients — honesty about potential bumps in the process builds trust. If you’re considering a transition, take the leap when you’re ready to grow your business and align with a firm that supports your vision...And read this article:  https://lnkd.in/e-NmKamk #AdvisorTransitions #FinancialServices #SilverOakSecurities #JoinSilverOakSecurities

So what's our vibe? At Silver Oak, we believe in fostering a culture where everyone cares about each other and feels truly empowered. It’s more than just a firm—it’s a family that supports your growth and success. Check out the video to see what makes our culture special!

Looking for a partner that truly understands your goals? Silver Oak Securities is built 𝘣𝘺 financial professionals 𝘧𝘰𝘳 financial professionals, and we focus on helping you foster meaningful, long-lasting relationships with your clients. Discover how a partnership with Silver Oak can help you unlock your full potential. Explore more here: https://lnkd.in/gddJmjGV

⭐ Spotlight on Black Oak Asset Management ⭐ With offices in Alpharetta, Macon and Lawrenceville, Georgia, Black Oak Asset Management brings clarity and confidence to the retirement process, which can be fraught with uncertainty and fear. Through their teacher approach to financial planning, the team coaches clients to maintain discipline and focus through ups and downs, helping them meet their goals. Discover more about how Ryan Ledden, CFP®, RICP® made the transition from being drafted to play professional baseball to becoming a financial planner.

Cheers to 25 years! 🎉 From the day our doors opened in September of 1999 to our 2024 recognition as one of the fastest-growing independent broker-dealers in the nation, we’ve remained committed to one thing: supporting independent financial professionals. As he often does, our fearless leader Billy Hopkins says it best. Check out the Silver Oak story in Billy’s words 👉 https://lnkd.in/emZxeNeU Thank you to everyone who has supported Silver Oak and our mission from day one. You’re the reason we’re here today! #SilverOakSecurities #Anniversary #25Years #HowitStarted #HowitsGoing

💡 In an increasingly commoditized #wealth management industry, how can financial professionals differentiate themselves? Our very own Billy Hopkins breaks it down for Wealth Solutions Report: 📍Vision 📍Process 📍Unique Capabilities With an assist from friend of the firm Kelly Waltrich, he shares insights on creating a proven, branded process that elevates your firm above the competition. A clear process not only boosts client trust but also builds a dynamic team and powerful brand. Read more about how to articulate and develop your process for success! 👇 https://lnkd.in/g9wNzz8b #WealthManagement #JoinSilverOak #Hybrid