SN
Shufan Nmi Cao
CRD 5004223
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Silver Oak Wealth Advisors Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Silver Oak Wealth Advisors Services, Llc
President & Chief Executive Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗