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- Custodian
- Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-27-2001
- Office Locations
- 1
Office Locations
About Silveroak Wealth Management LLC
SilverOak Wealth Management is a fee-only, fiduciary RIA serving the Minneapolis–St. Paul area with comprehensive financial planning and wealth management for individuals, families, and business owners. Provides customized portfolio construction and ongoing monitoring, with internal investment due diligence and coordination with clients’ CPAs/estate attorneys. Uses ETFs/mutual funds and fixed income; custodial relationships include Schwab. Advisors have been recognized as Five Star Wealth Managers.
Team overview
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
SHANNON ALAN KING
Chief Compliance Officer, Owner, President, Secretary
- CRD
- #2599999
- Ownership
- 75% or more
KATHLEEN JEAN NELSON
Partner, TREASURER, VICE PRESIDENT
- CRD
- #4387727
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Alexander William Dunne
Service Advisor
- CRD
- #6927779
Daniel Linton Hedegard
Financial Planning Specialist & Service Advisor
- CRD
- #8112596
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,869,356,772 | $971,599 |
| Non-Discretionary | $129,041,411 | $1,897,668 |
| Total | $1,998,398,183 | $1,003,212 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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