Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kreid is an investment advisor representative with over 27 years of experience in the financial industry. James is currently registered with Silver Oak Securities, Inc. and previously held positions with Gенеos Wealth Management, Inc., Multi-Financial Securities Corporation, Robert W. Baird & Co. Incorporated, and Northwestern Mutual Investment Services, Inc. James holds the Series 6, 7, 63, 65 and 66 licenses. James's areas of specialization include financial planning, portfolio management for individuals and businesses, and selection of other advisors. James is a board member of Youth for Christ and is the president of Solid Rock Retirement Strategies, a DBA for financial services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/12/2020 - Present
Silver OAK Securities, Inc. (Peoria IL)
IL
04/23/2003 - 11/10/2020
GENEOS WEALTH MANAGEMENT, INC. (PEORIA IL)
CO
09/04/2002 - 04/28/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
WI
09/16/1996 - 09/19/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
05/12/1993 - 05/22/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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