Kathleen Jean Nelson
Investment adviser representative at Silveroak Wealth Management LLC
11 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$2BFirm 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
11 years in the industry.
- Silveroak Wealth Management LLCFeb 2015 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (MN).
Silveroak Wealth Management LLC
$2BAssets managed
446Clients
7Advisers
25 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
- 4387727
- Firm CRD
- 110532