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
| Title | Member, Vice President, Treasurer |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2020 |