Bryce M Wandell
Investment adviser representative at Silver Oak Securities, Inc.
10 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
10 years in the industry.
- Silver Oak Securities, IncorporatedMar 2023 to now
- Ambassador Advisors LLCOct 2021 to Mar 2023
- American Portfolios Financial Services, Inc.Oct 2021 to Mar 2023
- Crossroads Community ChurchJun 2021 to Oct 2021
- Bloomsburg University of PaAug 2020 to Jun 2021
- Curt's Smokin' RibsJun 2020 to Aug 2020
- Bloomsburg University of PennsylvaniaAug 2019 to Jun 2020
- Curt Smokin' RibsJun 2019 to Aug 2019
- Bloomsburg University of PaAug 2018 to May 2019
- Curt's Smokin' RibsJun 2018 to Aug 2018
- Bloomsburg University of PaAug 2017 to May 2018
- Curt's Smokin' RibsJul 2017 to Aug 2017
- Central Mountain High SchoolSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7452743
- Firm CRD
- 46947