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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Silver Oak Securities, Inc. 11 months May 2019 - Present
Dekker Tax & Accounting, LLC DBA Dekker Divorce Financial LLCCHANDLER, AZ 1 year, 8 months Aug 2018 - Present
Dekker Tax & Accounting, LLC DBA Dekker Divorce Financial LLC 1 year, 8 months Aug 2018 - Present
Purshe Kaplan Sterling Investments 10 years, 7 months Sep 2008 - Apr 2019
Meredith Dekker Financial Services, LLC 13 years, 11 months May 2006 - Present
Sutterfield Financial Group, Inc. 13 years, 3 months Jan 2006 - Apr 2019

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Meredith Dekker

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Silver Oak Securities, Inc.

Last updated on March 10, 2020
    • $418.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $129.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions