Janelle Luense
Responsabile della Conformità presso SilverOak Wealth Management LLC
Profilo
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.
Posizioni attive di Janelle Luense
| Società | Posizione | Inizio |
|---|---|---|
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. | Responsabile della Conformità | - |
Formazione di Janelle Luense
| Arizona State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
- Borsa valori
- Insiders
- Janelle Luense
