Robert Daniel Voegeli

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1976 → Present
  Connecticut Mutual Life Insurance
  Fulton, KY
• 01/2006 → Present
  Silver Oak Securities
  Jackson, TN

Other Businesses

PROPRIETOR OF FINANCIAL SERVICE ASSOCIATES 208 MAIN ST FULTON KY 42041; INVESTMENT RELATED, SALES & SERVICE OF INSURANCE & INVESTMENT PRODUCTS; ABOUT 140 HRS PER MO, DURING TRADING HRS; RD VOEGELI RENTALS, START: 01/01/80, INV REL: N, RENTAL PROPERTY, OWNER, HRS SPENT ON OTHER BUSINESS: 5, HRS SPENT DURING SECURITY TRADING HRS: 2, PO BOX 1457 FULTON KY 42041; V-P PROPERTIES, START: 01/01/80, INV REL: N, RENTAL PROPERTY, MANAGING PARTNER, HRS SPENT ON OTHER BUSINESS: 5 HRS SPENT DURING SECURITY TRADING HRS:PO BOX 1457 S FULTON TN 38257, LIFE INSURANCE, HEALTH INSURANCE AND FIXED ANNUITY SALES. PART TIME. NOT INVESTMENT RELATED. PAID FROM COMMISSIONS. 10 HOURS PER MONTH.208 MAIN STREET FULTON, KY 42041-1457 UNITED STATES. STARTED 1974.

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-12-15

Designations

• Chartered Financial Consultant