Janelle Luense
Compliance Officer bei SilverOak Wealth Management LLC
Profil
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.
Aktive Positionen von Janelle Luense
| Unternehmen | Position | Beginn |
|---|---|---|
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 | - |
Ausbildung von Janelle Luense
| Arizona State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
