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Kathleen Jean Nelson

Member, Vice President, TreasurerSilveroak Wealth Management LLCCRD 4387727

About Kathleen Jean Nelson

Kathleen Jean Nelson is listed as Member, Vice President, Treasurer at Silveroak Wealth Management LLC in Edina, MN. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Silveroak Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kathleen Jean Nelson work?

Kathleen Jean Nelson is listed as Member, Vice President, Treasurer at Silveroak Wealth Management LLC on SEC Form ADV.

How much of Silveroak Wealth Management LLC does Kathleen Jean Nelson own?

Form ADV reports a beneficial ownership band of 5-10%.

Silveroak Wealth Management LLC

TitleMember, Vice President, Treasurer
Ownership5-10%
Control personYes
Since2020
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