James Kreid is a registered investment advisor at Silver Oak Securities, INC., based in Peoria, IL, with 32 years of industry experience. James 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
6035 N Knoxville Avenue, Suite 102B, Peoria, IL, 61614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the President of Solid Rock Retirement Strategies, a financial services DBA, dedicating full-time hours to this role. He also serves as a board member for Youth For Christ, a ministry, spending minimal time on this activity.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Multi-Financial Securities CorporationBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
State Registrations22 states
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