John Harrison
John Harrison is a registered investment advisor at Silver Oak Securities, INC., based in Leawood, KS, with 27 years of industry experience. John 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
11111 Nall Ave, Ste 202, Leawood, KS, 66211
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Regulatory History (2)
Customer Dispute
January 2011Customer Dispute
February 2002Other 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
Elevation Advisory Partners LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
Firstar Investment Services,inc.Broker
Mercantile Investment Services, INC.Broker
State Registrations9 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.