Advisors at this firm
Ryan Y
Series 66
Las Vegas, NV
SilverOak Investments, LLC
Ryan Yuhnke is a financial advisor with SilverOak Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with SilverOak Investments since 2017 and was previously with DW Advisors dba SilverOak Investments from 2015 to 2017. In addition to his advisory role, Yuhnke is a licensed insurance agent providing life insurance services. SilverOak Investments offers discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that incorporates fundamental and technical analysis, with portfolios managed under discretionary authority by the principal.
Deiya P
Series 66
Costa Mesa, CA
SilverOak Investments, LLC
Deiya Pernas is a financial advisor at SilverOak Investments, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Hightower Advisors, LLC and Hightower Securities, LLC for seven years. Pernas also writes market-related research under Pernas Research on a voluntary basis. SilverOak Investments provides discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that combines fundamental and technical analysis, with portfolios managed under discretionary authority.