Janelle Luense
Compliance Officer at SilverOak Wealth Management LLC
Profile
Ms. Janelle Luense is a Partner of Operations & Compliance at SilverOak Wealth Management LLC.
She has over 22 years in the financial services industry.
She joined the SilverOak team in 2004.
She is involved in all areas of compliance as well as overseeing the operations for the firm.
Prior to SilverOak, she worked as a supervisor for a brokerage firm working directly with independent investment advisors.
She obtained her Bachelor of Science in Biology from Arizona State University, and currently holds the Certified Financial Planner designation and the Investment Adviser Certified Compliance Professional designation.
Janelle Luense active positions
| Companies | Position | Start |
|---|---|---|
SilverOak Wealth Management LLC
 SilverOak Wealth Management LLC Investment ManagersFinance SilverOak Wealth Management LLC (SilverOak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. Founded in 1999, SilverOak provides advisory services to individuals and families throughout the US. | Compliance Officer | - |
Training of Janelle Luense
| Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
SilverOak Wealth Management LLC
SilverOak Wealth Management LLC Investment ManagersFinance SilverOak Wealth Management LLC (SilverOak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. Founded in 1999, SilverOak provides advisory services to individuals and families throughout the US. | Finance |
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