Shannon A. King
President bij SilverOak Wealth Management LLC
Profiel
Mr. Shannon A.
King, CPA, is a Member at Financial Planning Association, a Member at Investment Management Consultants Association, a Member at The American Institute of Certified Public Accountants and a President, Partner & Chief Compliance Officer at SilverOak Wealth Management LLC.
He He has over 20 years of experience in the investment consulting and financial planning industries.
Prior to joining SilverOak, He led the Midwest investment advisory practice for a large multi-national financial services organization.
He was responsible for developing and implementing due diligence and investment strategy.
He received his undergraduate degree from Southern Illinois University and a graduate degree from the University of Minnesota.
Actieve functies van Shannon A. King
| Bedrijven | Functie | Begin |
|---|---|---|
SilverOak Wealth Management LLC
 SilverOak Wealth Management LLC Investment ManagersFinance SilverOak Wealth Management LLC (SilverOak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. Founded in 1999, SilverOak provides advisory services to individuals and families throughout the US. | President | - |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Corporate Officer/Principal | - |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
| Investment Management Consultants Association | Corporate Officer/Principal | - |
Opleiding van Shannon A. King
| Southern Illinois University | Undergraduate Degree |
| University of Minnesota | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Commercial Services |
SilverOak Wealth Management LLC
SilverOak Wealth Management LLC Investment ManagersFinance SilverOak Wealth Management LLC (SilverOak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. Founded in 1999, SilverOak provides advisory services to individuals and families throughout the US. | Finance |
| Investment Management Consultants Association |
