Marc Andre Noonan
Investment adviser representative at Silver Oak Securities, Inc.
30 yearsExperience
2 statesRegistered in
$2.4BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Clover Wealth Partners, LLCMay 2024 to now
- Silver Oak Securities, IncorporatedDec 2019 to now
- Legacy Advisory ServicesOct 2021 to Jan 2023
- Retirement Planning Solutions, LLCMay 2021 to Jul 2026
- Magnate Wealth Advisory LLCDec 2019 to May 2021
- First Allied Advisory Services, Inc.Jul 2012 to Dec 2019
- First Allied Securities, Inc.Oct 2010 to Dec 2019
- Nelson/noonan Financial Service, LtdJul 1996 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Silver Oak Securities, Inc.
Legal name: Silver Oak Securities Incorporated
$2.4BAssets managed
8,746Clients
110Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2230659
- Firm CRD
- 46947