Aaron Johnson
Investment adviser representative at Silver Oak Securities, Inc.
10 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
10 years in the industry.
- Silver Oak Securities, IncorporatedMay 2025 to now
- Equitable Advisors, LLCOct 2020 to May 2025
- Nylife Securities LLCSep 2020 to Oct 2020
- New York Life Insurance CompanyJun 2020 to Oct 2020
- UnemployedMay 2020 to Jun 2020
- School Association for Special EducationJun 2018 to Aug 2019
- Pugi VolkswagenJun 2018 to Jan 2019
- Northern Michigan UniversityAug 2017 to May 2020
- UnemployedJun 2017 to Jul 2017
- Ball State UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7259711
- Firm CRD
- 46947