AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

AdvisorLive

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's AdvisorLive helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
WR

William Nolan Reuther

SILVER OAK SECURITIES
Grand Rapids, MI
·CRD# 5539627·16 years experience

Professional Summary

William Nolan Reuther, who also goes by Bill Reuther, is a registered financial advisor currently at SILVER OAK SECURITIES, INCORPORATED located in Grand Rapids, Michigan. William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. William has worked at 7 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bill Reuther

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

Years of Experience

16 years in the financial services industry

Current & Past Employments

SILVER OAK SECURITIES, INCORPORATED·CRD# 46947
RIA
BD
1. 3333 Deposit Dr. Ne Suite 250, Grand Rapids, MI 495462. 101 N Main St, Ovid, MI 488663. 1000 Skokie Blvd Ste 450, Wilmette, IL 600914. Knoxville, TN5. 9729 Cogdill Rd. Ste. 104, Knoxville, TN 379326. 403 N. Parkway Suite 101, Jackson, TN 38305
August 12, 2021 - Present
SILVER OAK SECURITIES, INCORPORATED·CRD# 46947
RIA
BD
1. 3333 Deposit Dr. Ne Suite 250, Grand Rapids, MI 495462. 101 N Main St, Ovid, MI 488663. 1000 Skokie Blvd Ste 450, Wilmette, IL 600914. 9729 Cogdill Rd. Ste. 104, Knoxville, TN 379325. 403 N. Parkway Suite 101, Jackson, TN 38305
August 9, 2021 - Present
LAMON & STERN, INC.·CRD# 10839
BD
Atlanta, GA
October 24, 2023 - October 14, 2024
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
RIA
Knoxville, TN
March 12, 2021 - August 9, 2021
PRIVATE CLIENT SERVICES, LLC·CRD# 120222
BD
Louisville, KY
February 17, 2021 - August 9, 2021
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Knoxville, TN
September 18, 2020 - February 10, 2021
SECURITIES AMERICA, INC.·CRD# 10205
BD
Knoxville, TN
September 18, 2020 - February 10, 2021
SSN ADVISORY, INC.·CRD# 126090
RIA
Knoxville, TN
February 12, 2013 - September 18, 2020
SECURITIES SERVICE NETWORK, LLC·CRD# 13318
BD
Knoxville, TN
September 24, 2010 - September 18, 2020

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

Current Firm

SO
SILVER OAK SECURITIES, INCORPORATED

AMA FINANCIAL PARTNERS | ZOOK FINANCIAL | ZETTERGREN FINANCIAL GROUP | WINTEREGG AND ASSOCIATES | WILLIAM E. HOPKINS & ASSOCIATES, INC. | WICKER FINANCIAL GROUP | WEALTH COACH FINANCIAL | VISION401K LLC | VISION ASSET MANAGEMENT | TRUNORTH INVESTMENT MANAGEMENT | TRINITAS FINANCIAL PARTNERS | TALLGRASS WEALTH MANAGEMENT | STOLTZFUS FINANCIAL | SPIVEY FINANCIAL GROUP | SOUTHERN TRUST WEALTH MANAGEMENT | SOLID ROCK RETIREMENT STRATEGIES | SMART PLAN FINANCIAL | SILVER OAK SECURITIES, INCORPORATED | SILVER OAK SECURITIES, INC. | SILVER OAK SECURITIES INCORPORATED | SECURE RETIREMENT ADVISORS, LLC | SCHROCK FINANCIAL LLC | SCHMIDT WEALTH MANAGEMENT, LLC | RETIREMENT SECURITY GROUP | RAILEY FINANCIAL SERVICE | R. F. BISSER & ASSOCIATES FINANCIAL CONSULTANTS | PORTFOLIO IA | PLANNING LEGACIES FINANCIAL GROUP | PENSION PARTNERS | PEAK WEALTH ADVISORS | OLD TOWNE INVESTMENTS | NICOLAS GEORGE FINANCIAL | NEW FINANCIAL CONCEPTS, INC. | MOTIVE FINANCIAL SERVICES | MOSS WEALTH ADVISORS, LLC | MIDDLETON FINANCIAL | MEREDITH DEKKER FINANCIAL SERVICES LLC | MCKNIGHT ADVISORY GROUP, INC. | MAGNATE WEALTH | LOCKMUND FINANCIAL GROUP | LIFETIME FINANCIAL SOLUTIONS, INC. | LIFETIME FINANCIAL GROUP, INC. | LEON FINANCIAL GROUP | LEGACY GROUP PLANNING | LEDGEROCK ADVISORS, LLC | LAMON & WALLACE | L.P. FINANCIAL ADVISORS, INC. | JOHNSON BRUNNETTI | JOANNA SLADE, CLU®, CFP®, EA | JMS FINANCIAL SOLUTIONS, LLC | JAFFE WEALTH MANAGEMENT & CONSULTING INC. | INVITE WEALTH MANAGEMENT | HOLLIMAN GROUP | HEARN WEALTH MANAGEMENT | GRUCZ FINANCIAL | GARY W DORSEY AND ASSOCIATES | GARRISON INVESTMENT STRATEGIES | FOUNDATION FINANCIAL CONCEPTS, LLC | FORTUNE STRATEGIES LLC | FINANCIAL SERVICE ASSOCIATES | FINANCIAL RESOURCE ADVISORS | FAMILY WEALTH ADVISORY | F3 ADVISORS | EJC INSURANCE AND FINANCIAL | EAST FINANCIAL | DREHER ADVISORY SERVICES | DEKKER FINANCIAL SERVICES | D & B ACCOUNTING & FINANCIAL GROUP, PLLC | CREECH WEALTH MANAGEMENT | CORNERSTONE FINANCIAL GROUP | CORAM DEO ADVISORS | COMPREHENSIVE FINANCIAL STRATEGIES, LLC | COKER WEALTH MANAGEMENT, LLC | CLOVER WEALTH PARTNERS | CHANCERY FINANCIAL ADVISORS | CENTORBI FINANCIAL | CAROLINAS WEALTH MANAGEMENT | BROWN FINANCIAL SERVICES | BRICKEY WEALTH MANAGEMENT | BLAKE FINANCIAL | BLACK OAK ASSET MANAGEMENT | BIVEN FINANCIAL SERVICES | BIG ROCK WEALTH ADVISORS | BENNETT & BENNETT FINANCIAL, LLC | BENEFIT FINANCIAL SERVICES, LLC | BARONE FINANCIAL GROUP | B&H WEALTH | ASSET PLANNING SERVICES, INC. | ARMOR FINANCIAL, GROUP | ARBOR FINANCIAL ADVISORS | AMS FINANCIAL GROUP | AMERICAN CORNERSTONE GROUP, INC.

CRD#: 46947 / SEC#: 801-71178, 8-51601
RIA
Registered Investment Advisory firm - SEC (4/16/2010 Approved)
Arkansas
Registered Investment Advisory firm - SEC (4/17/2014 Terminated)
California
Registered Investment Advisory firm - SEC (3/3/2013 Terminated)
Colorado
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (10/15/2012 Terminated)
Georgia
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Indiana
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (9/28/2012 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
Missouri
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (2/11/2016 Terminated)
Ohio
Registered Investment Advisory firm - SEC (2/12/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (10/26/2012 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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).

Contact Information

Main Address

403 N. Parkway Ste. 101, Jackson, TN 38305

Mailing Address

403 N. Parkway Ste 101, Jackson, TN 38305

Phone Number

(731) 668-3825

Established

Tennessee since 01/27/1998

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

103

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
HOPKINS, WILLIAM ELLISTON IIPRESIDENT, SECRETARY2582698
ALLEN III, GEORGE THOMASFINOP, CHIEF FINANCIAL OFFICER—
WALLACE, ANDREW ROBERTSHAREHOLDER4367954
ROBERTS, WILLIAM MICHAELSHAREHOLDER—
SHOBE, JERRY DEANSHAREHOLDER1422209
MELENDY, DAVID HUDSONVICE PRESIDENT ADVISORY SERVICES5115364
REUTHER, WILLIAM NOLANCHIEF COMPLIANCE OFFICER5539627

Regulatory Assets Under Management

Total Number of Accounts

15,093

AUM (Assets Under Management)

$2,448,325,094

Disclosures

Regulatory Event

6

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

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.

1. Lamon & Stern,Is Investment Related,"4200 Northside Pkwy NW, Building 4, Suite 200, Atlanta, GA, 30327, United States",BD,CCO,2023-11-01,10 hours per month,2 hours per month during trading hours,Salary Compensation,Chief Compliance Officer of the Broker Dealer Lamon & Stern. 2. Silver Oak Securities, Investment related, 403 N. Parkway, Suite 101, Jackson, TN 38305, Compliance, 8/16/2021, 160 hours per month, 112 hours during trading hours.

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

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".
SO
SILVER OAK SECURITIES, INCORPORATED

AMA FINANCIAL PARTNERS | ZOOK FINANCIAL | ZETTERGREN FINANCIAL GROUP | WINTEREGG AND ASSOCIATES | WILLIAM E. HOPKINS & ASSOCIATES, INC. | WICKER FINANCIAL GROUP | WEALTH COACH FINANCIAL | VISION401K LLC | VISION ASSET MANAGEMENT | TRUNORTH INVESTMENT MANAGEMENT | TRINITAS FINANCIAL PARTNERS | TALLGRASS WEALTH MANAGEMENT | STOLTZFUS FINANCIAL | SPIVEY FINANCIAL GROUP | SOUTHERN TRUST WEALTH MANAGEMENT | SOLID ROCK RETIREMENT STRATEGIES | SMART PLAN FINANCIAL | SILVER OAK SECURITIES, INCORPORATED | SILVER OAK SECURITIES, INC. | SILVER OAK SECURITIES INCORPORATED | SECURE RETIREMENT ADVISORS, LLC | SCHROCK FINANCIAL LLC | SCHMIDT WEALTH MANAGEMENT, LLC | RETIREMENT SECURITY GROUP | RAILEY FINANCIAL SERVICE | R. F. BISSER & ASSOCIATES FINANCIAL CONSULTANTS | PORTFOLIO IA | PLANNING LEGACIES FINANCIAL GROUP | PENSION PARTNERS | PEAK WEALTH ADVISORS | OLD TOWNE INVESTMENTS | NICOLAS GEORGE FINANCIAL | NEW FINANCIAL CONCEPTS, INC. | MOTIVE FINANCIAL SERVICES | MOSS WEALTH ADVISORS, LLC | MIDDLETON FINANCIAL | MEREDITH DEKKER FINANCIAL SERVICES LLC | MCKNIGHT ADVISORY GROUP, INC. | MAGNATE WEALTH | LOCKMUND FINANCIAL GROUP | LIFETIME FINANCIAL SOLUTIONS, INC. | LIFETIME FINANCIAL GROUP, INC. | LEON FINANCIAL GROUP | LEGACY GROUP PLANNING | LEDGEROCK ADVISORS, LLC | LAMON & WALLACE | L.P. FINANCIAL ADVISORS, INC. | JOHNSON BRUNNETTI | JOANNA SLADE, CLU®, CFP®, EA | JMS FINANCIAL SOLUTIONS, LLC | JAFFE WEALTH MANAGEMENT & CONSULTING INC. | INVITE WEALTH MANAGEMENT | HOLLIMAN GROUP | HEARN WEALTH MANAGEMENT | GRUCZ FINANCIAL | GARY W DORSEY AND ASSOCIATES | GARRISON INVESTMENT STRATEGIES | FOUNDATION FINANCIAL CONCEPTS, LLC | FORTUNE STRATEGIES LLC | FINANCIAL SERVICE ASSOCIATES | FINANCIAL RESOURCE ADVISORS | FAMILY WEALTH ADVISORY | F3 ADVISORS | EJC INSURANCE AND FINANCIAL | EAST FINANCIAL | DREHER ADVISORY SERVICES | DEKKER FINANCIAL SERVICES | D & B ACCOUNTING & FINANCIAL GROUP, PLLC | CREECH WEALTH MANAGEMENT | CORNERSTONE FINANCIAL GROUP | CORAM DEO ADVISORS | COMPREHENSIVE FINANCIAL STRATEGIES, LLC | COKER WEALTH MANAGEMENT, LLC | CLOVER WEALTH PARTNERS | CHANCERY FINANCIAL ADVISORS | CENTORBI FINANCIAL | CAROLINAS WEALTH MANAGEMENT | BROWN FINANCIAL SERVICES | BRICKEY WEALTH MANAGEMENT | BLAKE FINANCIAL | BLACK OAK ASSET MANAGEMENT | BIVEN FINANCIAL SERVICES | BIG ROCK WEALTH ADVISORS | BENNETT & BENNETT FINANCIAL, LLC | BENEFIT FINANCIAL SERVICES, LLC | BARONE FINANCIAL GROUP | B&H WEALTH | ASSET PLANNING SERVICES, INC. | ARMOR FINANCIAL, GROUP | ARBOR FINANCIAL ADVISORS | AMS FINANCIAL GROUP | AMERICAN CORNERSTONE GROUP, INC.

CRD#: 46947 / SEC#: 801-71178, 8-51601
RIA
Registered Investment Advisory firm - SEC (4/16/2010 Approved)
Arkansas
Registered Investment Advisory firm - SEC (4/17/2014 Terminated)
California
Registered Investment Advisory firm - SEC (3/3/2013 Terminated)
Colorado
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (10/15/2012 Terminated)
Georgia
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Indiana
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (9/28/2012 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
Missouri
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (2/11/2016 Terminated)
Ohio
Registered Investment Advisory firm - SEC (2/12/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (10/26/2012 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(8/9/2021)
RR
Alaska
(10/4/2021)
RR
Arizona
(8/9/2021)
RR
Arkansas
(8/9/2021)
RR
California
(8/9/2021)
RR
Colorado
(8/9/2021)
RR
Connecticut
(8/9/2021)
RR
Delaware
(8/9/2021)
RR
District of Columbia
(8/9/2021)
RR
Florida
(8/9/2021)
RR
Georgia
(8/9/2021)
RR
Hawaii
(8/9/2021)
RR
Idaho
(8/9/2021)
RR
Illinois
(8/9/2021)
RR
Indiana
(8/9/2021)
RR
Iowa
(8/9/2021)
RR
Kansas
(8/9/2021)
RR
Kentucky
(8/9/2021)
RR
Louisiana
(8/9/2021)
RR
Maine
(8/9/2021)
RR
Maryland
(8/9/2021)
RR
Massachusetts
(8/9/2021)
RR
Michigan
(8/9/2021)
RR
Minnesota
(8/9/2021)
RR
Mississippi
(8/9/2021)
RR
Missouri
(8/9/2021)
RR
Montana
(8/9/2021)
RR
Nebraska
(8/9/2021)
RR
Nevada
(8/9/2021)
RR
New Hampshire
(8/9/2021)
RR
New Jersey
(8/9/2021)
RR
New Mexico
(8/9/2021)
RR
New York
(8/9/2021)
RR
North Carolina
(8/9/2021)
RR
North Dakota
(8/9/2021)
RR
Ohio
(8/10/2021)
RR
Oklahoma
(8/9/2021)
RR
Oregon
(8/9/2021)
RR
Pennsylvania
(8/9/2021)
RR
Rhode Island
(8/9/2021)
RR
South Carolina
(8/9/2021)
RR
South Dakota
(8/9/2021)
RR
Tennessee
(8/9/2021)
IAR
Tennessee
(8/12/2021)
RR
Texas
(8/9/2021)
RR
Utah
(8/9/2021)
RR
Vermont
(3/18/2022)
RR
Virgin Islands
(6/21/2024)
RR
Virginia
(8/9/2021)
RR
Washington
(8/9/2021)
RR
West Virginia
(8/9/2021)
RR
Wisconsin
(8/9/2021)
RR
Wyoming
(8/9/2021)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2012About the Series 66 exam

Series 52TO — Municipal Securities Representative Examination

Passed Jan 2023About the Series 52TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2010About the Series 7 exam

Series 53 — Municipal Securities Principal Examination

Passed Jun 2016About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Apr 2013About the Series 24 exam
FINRA
SRO Registrations

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile

CRS (Client Relationship Summary) - RIA

Click below to view William Nolan Reuther's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view William Nolan Reuther's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Scott Thomas Davison
Scott Thomas Davison

WEALTHCARE CAPITAL MANAGEMENT LLC

GRAND RAPIDS, MI · CRD#
View profile
WR
Follow William
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required