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Bryce M Wandell

Silver OAK Securities, Inc.

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About Bryce M Wandell

Bryce M. Wandell is a financial advisor registered in Pennsylvania with Silver Oak Securities, Inc. Bryce is a securities professional with a solid history of providing financial advice and wealth management solutions. Bryce holds Series 7TO and Series 66 licenses and has been a licensed financial advisor since 2023. Bryce's experience includes time with American Portfolios Financial Services, Inc. Bryce is committed to helping clients reach their financial goals by offering a comprehensive suite of services that include financial planning, investment management, and insurance planning.

Firm Information

Bryce Wandell is currently registered with Silver OAK Securities, Inc.. Silver OAK Securities, Inc. is a corporation headquartered in JACKSON, TN, formed in January 1998. The firm, which is registered with the SEC and in 52 states, provides financial planning, pension consulting, and portfolio management services to individuals and businesses. Silver OAK Securities, Inc. manages approximately $1.46 billion in assets for over 10,000 clients, including high-net-worth individuals and individuals other than high-net-worth. They also offer advisory services related to the selection of other advisors.
Silver OAK Securities, Inc.

403 N. PARKWAY

JACKSON, TN 38305

$1.46B

Assets Under Management

Not reported

Total Clients

127

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bryce Wandell’s Registration & Firm History

PA

03/22/2023 - Present

Silver OAK Securities, Inc. (Mount Joy PA)

PA

03/29/2022 - 03/01/2023

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)

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Licenses & Designations

BOTH

Issued 08/09/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryce M Wandell.
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