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Current Employers
Silver Oak Securities, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-09-29
  • IA RA
    APPROVED
    Since 2023-09-29

Branch Locations

5550 Wild Rose Ln Suite 400, West Des Moines, IA 50266 • United States

604 W. Adams Street, Creston, IA 50801 • 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
Mutual Of Omaha Insurance Company Iowa City IA 04/2014 03/2018
Mutual Of Omaha Investor Services, Inc. Iowa City IA 02/2017 03/2018
Securities America, Inc. Ankeny IA 01/2020 09/2023
Securities America Advisors Ankeny IA 01/2020 09/2023
Futurity First Insurance Group Ankeny IA 04/2018 Present
Silver Oak Securities Jackson TN 09/2023 Present
  • 04/2014 → 03/2018
    Mutual Of Omaha Insurance Company
    Iowa City, IA
  • 02/2017 → 03/2018
    Iowa City, IA
  • 01/2020 → 09/2023
    Securities America, Inc.
    Ankeny, IA
  • 01/2020 → 09/2023
    Securities America Advisors
    Ankeny, IA
  • 04/2018 → Present
    Futurity First Insurance Group
    Ankeny, IA
  • 09/2023 → Present
    Silver Oak Securities
    Jackson, TN
Previous Registrations
Other Businesses

Cornerstone Financial Group,Is Investment Related,"604 W Adams St # 1, , Creston, IA, 50801, United States",Financial retirement and insurance advice,Financial Advisor,10/1/2023,160 hours per month,150 hours per month during trading hours,Fee Based Compensation,Helping clients with their retirement income and insurance planning needs to match what their goals are for their overall financial plan

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-12-05
S65 Uniform Investment Adviser Law Examination 2017-08-01
  • S63 Uniform Securities Agent State Law Examination
    2017-12-05
  • S65 Uniform Investment Adviser Law Examination
    2017-08-01
Other Names
  • Sam John Zurcher
  • Samuel John Zurcher

View on SEC IAPD

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