Silver Oak Securities, Inc. With over 20 years in the independent financial services community, our firm is advisor-owned and committed to long-term success. Our comprehensive range of products and services equips you with the tools necessary to thrive, from the front office to the back office.

At Silver Oak, we pride ourselves on our intelligent and collaborative wealth management platform, designed to streamline the complexities of digitization. This platform connects financial leaders to your business, making it easier for you to serve your clients effectively. We offer a wide array of investment options to meet the diverse needs of today's investors.

As an independent broker dealer, we are registered with the Financial Industry Regulatory Authority (FINRA) and a member of the Securities Investors Protection Corporation (SIPC). Founded in 1999 by Principals with extensive investment management and compliance expertise spanning four decades, our corporate headquarters is strategically located in Jackson, TN, between Nashville and Memphis. For more information about our services and to explore how we can help you build a visionary investment advisory practice, reach out to Silver Oak Securities, Inc