Best Investors Account Sign in
Inactive

Brent Cole Hunsberger

Silver Oak Advisory Group

Portland, OR

CRD 5910923

Claim This Profile
Employer firm

Silver Oak Advisory Group CRD 108298

$419M regulatory AUM 88 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Silver Oak Advisory Group

1130 Sw Morrison St Ste 312, Portland, OR 97205-2217 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2014-01-06
  • OR RA
    APPROVED
    Since 2014-01-06

Branch Locations

1130 Sw Morrison Street Suite 312, Portland, OR 97205 • 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
Silver Oak Advisory Group Portland OR 01/2014 Present
Previous Registrations
  • 2011-05-13 → 2014-01-02
    New Outlook Financial, Llc
    West Linn, OR
Other Businesses

NAME OF BUSINESS: Oregonian Media Group INVESTMENT RELATED: NO ADDRESS: 1500 SW First Ave., Suite 400, Portland, OR 97201 NATURE OF BUSINESS: NEWS ORGANIZATION POSITION/TITLE: Freelance journalist START DATE: AUGUST 1996 APPROX. # OF HOURS/MONTH DEVOTED: 6 HOURS # OF HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS: 2 HOURS DUTIES: Produce stories, graphics and videos on Medicare open-enrollment in October.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-03-07
  • S65 Uniform Investment Adviser Law Examination
    2011-03-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Portland, OR

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor