Silver Oak Boosts Chicago Presence with $154M Lifetime Financial

Silver Oak Securities announced that Wilmette, IL-based Lifetime Financial Group with $154M in client assets joined its advisor network, expanding the RIA’s Chicago-area presence.

Lifetime Financial was founded by Bruce A. Berman in 1995, offering financial planning and management services to healthcare professionals, and was most recently affiliated with Cetera. Upon joining Silver Oak, Berman and all six members of the team will continue to operate from their Wilmette headquarters.

Lifetime’s recruitment marks the second time this month that Silver Oak has poached a team from Cetera’s network. Dakota reported on December 4 that Silver Oak added Michigan-based Pathway Financial Design to its advisory network, adding $155M in client assets.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Silver Oak Boosts Chicago Presence with $154M Lifetime Financial

Subscribe

Related Content

Cerity Partners Acquires $154.7M Paladini Financial

South Carolina Retirement System Commits $150M to Alts

Louisiana MPERS Commits $155M to Equities

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company