James Brandon Creech
Investment adviser representative at Silver Oak Securities, Inc.
21 yearsExperience
2 statesRegistered 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
21 years in the industry.
- Silver Oak Securities, IncorporatedAug 2022 to now
- Invest Capital PartnersNov 2020 to Aug 2022
- Ameriprise Financial Services, Inc.Sep 2005 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 4563108
- Firm CRD
- 46947