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Inactive

Kathleen Jean Nelson

Silveroak Wealth Management LLC

Edina, MN

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Current Employers
Silveroak Wealth Management Llc

3600 Minnesota Drive Suite 860, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2017-06-27
  • MN RA
    APPROVED
    Since 2017-06-27

Branch Locations

3600 Minnesota Drive Suite 860, Edina, MN 55435 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Silveroak Wealth Management Llc Edina MN 02/2015 Present
Other Businesses

Partner of inactive business, Moquist Thorvilson & Kaufmann (Accounting firm)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-08-24
  • S66 Uniform Combined State Law Examination
    1999-08-24
Designations
Other Names
  • Kathleen Nelson
  • Kathleen Peine

View on SEC IAPD

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JOSEPH ROBERT DOLAN
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KEVIN TERHAAR
MATTHEW SCOTT MOHNING

Other Offices

LPL FINANCIAL LLC · EDINA, MN
THOMAS LEO ADVISORY, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
MSM FINANCIAL, LLC · MINNEAPOLIS, MN
STAIRWAY PARTNERS, LLC · MINNEAPOLIS, MN
EDWARD JONES · MINNEAPOLIS, MN
U.S. BANCORP ADVISORS, LLC · Edina, MN
CETERA INVESTMENT ADVISERS LLC · MINNEAPOLIS, MN

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