Curtis Duane Stoltzfus
Investment adviser representative at Silver Oak Securities, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
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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
19 years in the industry.
- Silver Oak Securities, IncorporatedMar 2023 to now
- Sevenoneseven Capital ManagementNov 2019 to Mar 2023
- American Portfolios Financial Services, IncOct 2011 to Mar 2023
- Ambassador Advisors, LLCJan 2007 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2602478
- Firm CRD
- 46947