Credential Checkup
Silver Oak Advisory Group is a Registered Investment Advisor (RIA) and we are registered with the Securities and Exchange Commission. The RIA registration form is called an ADV; Part I contains information about our education, business, and disciplinary history within the last ten years and part II includes information on our services, fees, and investment strategies.
You can also review our individual credentials with the Certified Financial Planner™ Board of Standards.