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JH
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John Harrison

Silver Oak Securities, INC.
27 Years of Experience
Leawood, KS
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

John Harrison is a registered investment advisor at Silver Oak Securities, INC., based in Leawood, KS, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B in assets under management.

Silver Oak Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
8,746 clients
Average Client Portfolio
$280K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11111 Nall Ave, Ste 202, Leawood, KS, 66211

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2026
Pending
Customer Dispute
January 2011
Settled
Customer Dispute
February 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is a partner in Harrison Lynch Partners, a real estate partnership, and Elevation Advisory Partners, an RIA. He also owns Harrison Capital Management, a financial planning firm, and HCM Holdings, a holding company for the financial planning firm, and spends full-time hours on each of the RIA, financial planning firm, and holding company.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
August 2022 - Present · 4 yrs 2 mos
Elevation Advisory Partners LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2021 - December 2021 · 8 mos
Cetera Advisor Networks LLCBroker
September 2019 - August 2022 · 2 yrs 11 mos
Summit Financial Group INC
June 2009 - May 2021 · 11 yrs 11 mos
Summit Brokerage Services, INC.Broker
June 2009 - September 2019 · 10 yrs 3 mos
UBS Financial Services INC.
November 2006 - June 2009 · 2 yrs 7 mos
UBS Financial Services INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
Banc of America Investment Services, INC.
August 2003 - November 2006 · 3 yrs 3 mos
Banc of America Investment Services, INC.Broker
August 2003 - November 2006 · 3 yrs 3 mos
Commerce Brokerage Services, INC
May 2003 - August 2003 · 3 mos
Commerce Brokerage Services, INC.Broker
September 2001 - August 2003 · 1 yr 11 mos
Firstar Investment Services,inc.Broker
January 2000 - September 2001 · 1 yr 8 mos
Mercantile Investment Services, INC.Broker
January 1999 - January 2000 · 1 yr
State Registrations9 states
AZCAFLIAKSNCNYSCTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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