Kevin Tavas is a registered investment advisor at Silver Oak Securities, INC., based in Wilmette, IL, with 25 years of industry experience. Kevin 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
1000 Skokie Blvd, Ste 450, Wilmette, IL, 60091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin works for Lifetime Financial Group as an investment advisor and equity strategist, dedicating nearly full-time hours to this role. He researches stocks and ETFs, manages portfolios, meets with clients, and assists with office operations.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Silver Oak Securities, INC.
Previous Registrations
Cetera Investment Advisers LLC
Bright Futures Wealth Management, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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