Samuel Zurcher
Investment adviser representative at Silver Oak Securities, Inc.
12 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
12 years in the industry.
- Silver Oak Securities, IncorporatedSep 2023 to now
- Futurity First Insurance GroupApr 2018 to now
- Securities America AdvisorsJan 2020 to Sep 2023
- Securities America, Inc.Jan 2020 to Sep 2023
- Mutual of Omaha Investor Services, Inc.Feb 2017 to Mar 2018
- Mutual of Omaha Insurance CompanyApr 2014 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6410114
- Firm CRD
- 46947