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Susan Judith Nimchick

Silver OAK Securities, Inc.

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About Susan Judith Nimchick

Susan Nimchick is a financial advisor with Silver Oak Securities, Inc. Susan has over 35 years of experience in the financial services industry. Susan is a licensed representative of Silver Oak Securities, Inc. She specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses.

Firm Information

Susan Nimchick 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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Susan Nimchick’s Registration & Firm History

TN

05/27/2022 - Present

Silver OAK Securities, Inc. (Knoxville TN)

NJ

02/04/2022 - 06/06/2022

MONMOUTH CAPITAL MANAGEMENT LLC (POINT PLEASANT BEACH NJ)

MI

10/04/2019 - 01/12/2021

CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)

NE

06/21/2017 - 11/01/2019

AMERITAS INVESTMENT CORP. (LINCOLN NE)

GA

01/03/2006 - 06/21/2017

CCF INVESTMENTS, INC. (GREENSBORO GA)

CO

08/04/1998 - 12/31/2005

THE LEADERS GROUP, INC. (LITTLETON CO)

GA

02/07/1984 - 07/17/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/28/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Susan Judith Nimchick. Review regulatory record here.
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