Ryan J. Yuhnke

SILVEROAK INVESTMENTS

Las Vegas, NV

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CRD#: 5015011

Professional summary

Ryan Jeffrey Yuhnke, who also goes by Ryan Jeffrey Yuhnke, is a registered financial advisor currently at SILVEROAK INVESTMENTS, LLC located in Las Vegas, Nevada.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ryan has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Jeffrey Yuhnke

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.

INSURANCE AGENT (LICENSE #0G36157); INVESTMENT RELATED; BUSINESS CONDUCTED THROUGH SILVEROAK INVESTMENTS; 4695 MACARTHUR CT. NEWPORT BEACH CA, 92660; START DATE Sept 2019; THIS ENTITY IS AN INSURANCE COMPANY REGISTERED WITH STATE OF CA THAT PROVIDES LIFE INSURANCE; DEVOTES APPROX. 10 HOURS PER MONTH; MOST OF THESE HOURS WILL NOT OCCUR DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Jeffrey Yuhnke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

None

Experience

Current

December 22, 2017 - Present

SILVEROAK INVESTMENTS, LLC

RIA

CRD#: 290935

Las Vegas, NV

Past

June 26, 2015 - December 31, 2017

DANIEL WEALTH ADVISORS

RIA

CRD#: 150382

NEWPORT BEACH, CA

Past

June 1, 2009 - July 13, 2015

MORGAN STANLEY

RIA

CRD#: 149777

NEWPORT BEACH, CA

Past

June 1, 2009 - July 13, 2015

MORGAN STANLEY

CRD#: 149777

NEWPORT BEACH, CA

Past

June 27, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEWPORT BEACH, CA

Past

June 25, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEWPORT BEACH, CA

Past

June 30, 2006 - June 24, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

COSTA MESA, CA

Past

May 18, 2006 - June 24, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

COSTA MESA, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(12/22/2017)

IAR

Georgia
(1/19/2024)

IAR

Nevada
(7/6/2021)

IAR

Oklahoma
(12/18/2023)

IAR

Texas
(7/18/2025)

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

State Security Law Exam

IAR

Series 66

Date: 6/29/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/13/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/24/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/17/2006

General Securities Representative Examination

Current Firm

SILVEROAK INVESTMENTS, LLC

COURT INVESTMENT SERVICES | SILVEROAK INVESTMENTS, LLC | SILVEROAK INVESTMENTS LIMITED-LIABILITY COMPANY

CRD#: 290935 / SEC#: 801-115023

RIA

Registered Investment Advisory firm - (7/10/2025 Terminated)

California

Registered Investment Advisory firm - (3/19/2024 Approved)

Georgia

Registered Investment Advisory firm - (5/10/2024 Approved)

Nevada

Registered Investment Advisory firm - (1/17/2024 Approved)

Oklahoma

Registered Investment Advisory firm - (6/12/2024 Approved)

Texas

Registered Investment Advisory firm - (7/17/2025 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Las Vegas, NV

Mailing Address

4695 Macarthur Ct. Suite 1100, Newport Beach, CA 92660

Phone number

(800) 520-0605

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SILVEROAK INVESTMENTS BROCHURE SUPPLEMENT - YUHNKE (3/31/2025)

CUSTOMER RELATIONSHIP SUMMARY (3/31/2025)

SILVEROAK INVESTMENTS WRAP FEE BROCHURE (3/31/2025)

SILVEROAK INVESTMENTS DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 68,331,328

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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Firm Stability Insights

Ryan J. Yuhnke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Jeffrey Yuhnke's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL WEALTH ADVISORS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2006

SIE

Date: 7/13/2015

Series 31

Date: 8/24/2011

Series 7

Date: 5/17/2006

Current Firm

SILVEROAK INVESTMENTS, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SILVEROAK INVESTMENTS, LLC

TRUST BUT VERIFY

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