Brent C. Hunsberger
SILVER OAK ADVISORY GROUP
Portland, OR 97205-2217
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CRD#: 5910923
Professional summary
Brent Cole Hunsberger, CFP® is a registered financial advisor currently at SILVER OAK ADVISORY GROUP located in Portland, Oregon.
Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Brent has worked at 2 firms and has passed the Series 65 exam.
Biography
Brent Hunsberger is a Certified Financial Planner™ and former personal finance columnist for The Oregonian, He believes individuals and families deserve impartial guidance as they plan their future and pursue their dreams. He approaches planning much as he did his columns: He tries to demystify high finance. He focuses on the three most important variables investors can control -- holding down costs, appropriately diversifying investments and developing a thoughtful plan.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Social Security Planning
Do you have an area of expertise or specialization?
Charitable Giving
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
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.
NAME OF BUSINESS: Oregonian Media Group INVESTMENT RELATED: NO ADDRESS:
1500 SW First Ave., Suite 400, Portland, OR 97201 NATURE OF BUSINESS: NEWS ORGANIZATION POSITION/TITLE: Freelance journalist
START DATE: AUGUST 1996 APPROX. # OF HOURS/MONTH DEVOTED: 6 HOURS # OF HOURS/MONTH
DEVOTED DURING SECURITIES TRADING HOURS: 2 HOURS DUTIES: Produce stories, graphics and videos on Medicare open-enrollment in October.
CRS (Client Relationship Summary) - RIA
Click below to view Brent Cole Hunsberger's 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®
CFP®
Start date: 2015
Experience
Current
January 6, 2014 - Present
SILVER OAK ADVISORY GROUP
Office #1: 1130 Sw Morrison St Ste 312, Portland, OR 97205-2217RIA
CRD#: 108298
Portland, OR
Past
May 13, 2011 - January 2, 2014
NEW OUTLOOK FINANCIAL, LLC
RIA
CRD#: 145967
WEST LINN, OR
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 ADVISORY GROUP
SILVER OAK ADVISORY GROUP | SILVER OAK ADVISORY GROUP, INC. | SILVER OAK ADVISORY GROUP OF OREGON INC
CRD#: 108298 / SEC#: 801-39897
RIA
Registered Investment Advisory firm - (9/13/1991 Approved)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
Oregon(1/6/2014)
Current Firm
SO
SILVER OAK ADVISORY GROUP
SILVER OAK ADVISORY GROUP | SILVER OAK ADVISORY GROUP, INC. | SILVER OAK ADVISORY GROUP OF OREGON INC
CRD#: 108298 / SEC#: 801-39897
RIA
Registered Investment Advisory firm - (9/13/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1130 Sw Morrison St Ste 312, Portland, OR 97205-2217
Mailing Address
Phone number
(503) 242-1715
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 717 |
| AUM (Assets Under Management) | $ 371,968,725 |
Red Flags
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