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Christopher Michael Link

Investment adviser representative at Silveroak Wealth Management LLC
13 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$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

13 years in the industry.

  1. Silveroak Wealth Management LLCJan 2020 to now
  2. Accredited InvestorsSep 2017 to Jan 2020
  3. UnemployedJun 2017 to Aug 2017
  4. BdoJul 2013 to May 2017

Designations

  • CFP® certification
  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law2005

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
4739226
Firm CRD
110532
Advisor's SEC record (opens in a new tab)
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