Shufan Nmi Cao
Investment adviser representative at Silver Oak Wealth Advisors Services, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$300MFirm 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
Experience
21 years in the industry.
- Silver Oak Wealth Advisors Services, LLCJan 2018 to now
- Silver Oak Wealth Advisors, LLCSep 2005 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Silver Oak Wealth Advisors Services, LLC
$300MAssets managed
142Clients
3Advisers
8 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
- 5004223
- Firm CRD
- 291645