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CFP
EB
CFP

Eric Beittel

Silver Oak Securities, INC.
26 Years of Experience
Harrisburg, PA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Beittel is a CFP-designated registered investment advisor at Silver Oak Securities, INC., based in Harrisburg, PA, with 26 years of industry experience. Eric 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

4431 N. Front Street, Floor 3, Harrisburg, PA, 17110

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eric is the owner of Beittel Consulting LLC, providing advice on health benefit coverage options. This takes a few hours per week, including a minimal amount of time during trading hours.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
March 2023 - Present · 3 yrs 7 mos
Silver Oak Securities, INC.
March 2023 - Present · 3 yrs 7 mos
Previous Registrations
Faithward Advisors, LLC
August 2013 - February 2024 · 10 yrs 6 mos
American Portfolios Financial Services, INC.Broker
August 2013 - April 2023 · 9 yrs 8 mos
Guardian Asset Advisors, LLC
November 2007 - August 2013 · 5 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2003 - August 2013 · 10 yrs 7 mos
National Planning CorporationBroker
January 2003 - August 2013 · 10 yrs 7 mos
Princor Financial Services CorporationBroker
May 2001 - January 2003 · 1 yr 8 mos
Pruco Securities CorporationBroker
January 2000 - April 2001 · 1 yr 3 mos
State Registrations4 states
MDNCPAVA
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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