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Zachary Nathaniel Bennett

Silver Oak Securities, Incorporated

Sellersburg, IN

CRD 7054854

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Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Silver Oak Securities, Incorporated

403 N. Parkway Ste. 101, Jackson, TN 38305 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-18
TX RA APPROVED 2025-04-18
  • IN RA
    APPROVED
    Since 2025-04-18
  • TX RA
    APPROVED
    Since 2025-04-18

Branch Locations

Sellersburg, IN • 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
Us Army Columbus GA 09/2014 Present
Link Crude Resources, Llc Houston TX 06/2020 Present
Bennett & Bennett Financial Sellersburg IN 02/2025 Present
Silver Oak Seucirites Inc. Jackson TN 02/2025 Present
  • 09/2014 → Present
    Us Army
    Columbus, GA
  • 06/2020 → Present
    Link Crude Resources, Llc
    Houston, TX
  • 02/2025 → Present
    Bennett & Bennett Financial
    Sellersburg, IN
  • 02/2025 → Present
    Silver Oak Seucirites Inc.
    Jackson, TN
Other Businesses

1. "Link Crude Resources, LLC",Is Investment Related,"3310 Travis St, 300, Houston, TX, 77006, United States", Commodities Brokerage, Commodities Broker,6/1/2020,200 hours per month,0 hours per month during trading hours, Commission Compensation, "Performs brokerage for physical crude oil and crude oil futures contracts for institutional clients. No custody of contracts or underlying commodity is held by myself as an individual or the company. Additionally, I have no personal account in which I am provisioned to transact in crude oil futures or swaps contracts." 2. Iratus Ursus LLC,Is Not Investment Related,"4217 Feagan St, , Houston, TX, 77007, United States",Real Estate,Managing Member,12/17/2024,4 hours per month,0 hours per month during trading hours,Other Compensation,Rental income related to a long term rental

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-11-15
Other Names
  • Zachary Bennett

View on SEC IAPD

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