Oren Guzman
Investment adviser representative at Silver Oak Securities, Inc.
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Silver Oak Securities, IncorporatedJan 2025 to now
- Lifetime Financial GroupJul 2006 to now
- Cetera Investment Advisers LLCMar 2024 to Dec 2024
- Bright Futures Wealth Management, LLCApr 2017 to Dec 2024
- Cetera Advisors LLCJan 2013 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4411118
- Firm CRD
- 46947