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Samuel Zurcher

Silver OAK Securities, Inc.

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About Samuel Zurcher

Samuel Zurcher is a financial advisor with Silver Oak Securities, Inc., based in West Des Moines, Iowa. Samuel has over nine years of experience in the financial services industry, providing financial and retirement planning, as well as insurance recommendations. Samuel holds the Series 6, Series 63, and Series 65 licenses. Samuel has worked with both high-net-worth individuals and other individual clients.

Firm Information

Samuel Zurcher 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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Samuel Zurcher’s Registration & Firm History

IA

09/29/2023 - Present

Silver OAK Securities, Inc. (West Des Moines IA)

IA

01/30/2020 - 10/17/2023

SECURITIES AMERICA, INC. (ANKENY IA)

IA

01/08/2018 - 04/06/2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (IOWA CITY IA)

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Licenses & Designations

BC

Issued 12/05/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/01/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Zurcher.
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