Eric D. Bruck

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CRD#: 1024759

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric David Bruck, CFP® was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1981. Eric had worked at 11 firms and has passed the Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1988

Experience

Past

February 15, 2024 - August 6, 2024

SILVER OAK WEALTH ADVISORS SERVICES, LLC

RIA

CRD#: 291645

LOS ANGELES, CA

Past

January 12, 2018 - April 1, 2019

SILVER OAK WEALTH ADVISORS SERVICES, LLC

RIA

CRD#: 291645

LOS ANGELES, CA

Past

February 3, 2009 - March 1, 2018

SILVER OAK WEALTH ADVISORS

RIA

CRD#: 133904

LOS ANGELES, CA

Past

April 21, 2006 - December 31, 2006

ALLIED CONSULTING GROUP

RIA

CRD#: 113535

LOS ANGELES, CA

Past

October 4, 1996 - September 7, 2005

IFC ADVISORY

RIA

CRD#: 108339

CULVER CITY, CA

Past

March 5, 1996 - June 27, 1996

LAGUNA SECURITIES, INC.

CRD#: 37547

NEWPORT BEACH, CA

Past

February 6, 1990 - February 27, 1996

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

January 9, 1990 - March 4, 1996

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

August 26, 1986 - December 20, 1989

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

January 6, 1986 - August 26, 1986

CHRISTOPHER WEIL & COMPANY, INC

CRD#: 6566

Past

July 6, 1983 - January 20, 1986

FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.

CRD#: 5990

Past

December 18, 1981 - January 6, 1986

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SILVER OAK WEALTH ADVISORS SERVICES, LLC

CRD#: 291645 / SEC#: 801-112279

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 6

Date: 2/1/1982

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 12/7/1981

Direct Participation Programs Representative Examination

Current Firm

SILVER OAK WEALTH ADVISORS SERVICES, LLC

CRD#: 291645 / SEC#: 801-112279

RIA

Registered Investment Advisory firm - (5/8/2018 Approved)

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Contact information

Main Address

10940 Wilshire Blvd Suite 975, Los Angeles, CA 90024

Mailing Address

Phone number

(310) 207-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVER OAK WEALTH ADVISORS SERVICES LLC - FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	572
AUM (Assets Under Management)	$ 261,905,133

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric D. Bruck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SILVER OAK WEALTH ADVISORS SERVICES, LLC

SILVER OAK WEALTH ADVISORS

ALLIED CONSULTING GROUP

IFC ADVISORY

LAGUNA SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

OSAIC WEALTH, INC.

LPL FINANCIAL LLC

CHRISTOPHER WEIL & COMPANY, INC

FINANCIAL ADVISORY CLINIC INVESTMENTS, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

Primary Firm SEC Registration

SILVER OAK WEALTH ADVISORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 6

Date: 2/1/1982

Series 22

Date: 12/7/1981

Current Firm

SILVER OAK WEALTH ADVISORS SERVICES, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVER OAK WEALTH ADVISORS SERVICES, LLC

TRUST BUT VERIFY

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