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FUNDRAISING NEWS | December 18, 2024

Silver Oak Boosts Chicago Presence with $154M Lifetime Financial

Tags: Personnel, Financial Advisor Move

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.

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Written By: Dakota

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