Jon Winteregg
Jon Winteregg is a registered investment advisor at Silver Oak Securities, INC., based in Greenwood, IN, with 40 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
720 Executive Park Dr, Suite 1600, Greenwood, IN, 46143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jon is an insurance agent with Ash Brokerage, LLC, focusing on fixed insurance, life insurance, annuities, and LTCare policies, spending a few hours per week. He also serves as co-trustee and manager for family-related entities, and a consultant for a charity platform, dedicating minimal time to each.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Investment Advisors
Proequities, INC.Broker
Langdon Shaw Associates, INC.
Langdon Shaw Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.