CRD: 312191
Silver OAK Leaf Financial Services L.l.c.
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-05-2021
- Office Locations
- 1
Office Locations
About Silver OAK Leaf Financial Services L.l.c.
Silver Oak Leaf Financial Services partners with small business owners and military personnel, delivering goal-based financial planning and tailored portfolios. Advice spans retirement and college planning, employee benefits, estate and risk management, insurance, investment analysis, and tax strategies. Portfolios lean heavily on ETFs, and the firm publishes guidance on TSP and self-employed retirement plan options.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Ty Bradlee Kopke
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7321717
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,556,668 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,556,668 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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