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Adam Robert Koson

Silver Oak Securities, INC.
6 Years of Experience
2 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Silver Oak Securities, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None

Location

9729 Cogdill Rd., Ste. 104, Knoxville, TN, 37932

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History

Regulatory History (2)
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.
Financial
February 2025
Final
Financial
November 2024
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Adam is self-employed, mining Bitcoin as a hobby since 2021, which generates passive income and requires minimal time. He also works as a driver for Uber on weekends, dedicating about 10-20% of his time.

Employment History
Current Registrations
Silver Oak Securities, INC.
February 2021 - Present · 5 yrs
Silver Oak Securities, IncorporatedBroker
February 2021 - Present · 5 yrs
Previous Registrations
Securities America Advisors, INC.
September 2020 - February 2021 · 5 mos
Securities America, INC.Broker
September 2020 - February 2021 · 5 mos
Ssn Advisory, INC.
November 2019 - September 2020 · 10 mos
Securities Service Network, LLCBroker
September 2019 - September 2020 · 1 yr
State Registrations1 state
TN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.