Investment Adviser Public Disclosure SECNASAASECNASAASECNASAA
  • Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
< Back to Results
Detailed Report
BRENT COLE HUNSBERGER
CRD#: 5910923
IA
Investment Adviser
SILVER OAK ADVISORY GROUPCRD#: 108298 1130 SW Morrison Street
Suite 312
Portland, OR 97205
Registration History
20122014201620182020202220242026IASILVER OAK ADVISORY GROUP (CRD# 108298)2014 - Present (11 years)IANEW OUTLOOK FINANCIAL, LLC (CRD# 145967)2011 - 2014 (2 years)
License(s)

State Registrations

IA
Oregon 1/6/2014
Current Registration(s)
IA
SILVER OAK ADVISORY GROUP (CRD#:108298)
1130 SW Morrison Street Suite 312, Portland, OR 97205
Registered with this firm since 1/6/2014
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 05/13/2011 - 01/02/2014 NEW OUTLOOK FINANCIAL, LLC (CRD#:145967) WEST LINN, OR
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.