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Edwin Alexander Mcknight

Advisor at Silver Oak Securities, Inc. — Murfreesboro, TN

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

39 years

Location

Murfreesboro, TN 37130

Silver Oak Securities, Inc. logo

Silver Oak Securities, Inc.

Multi-team

Total advisors

111

Across 74 offices

Clients per advisor

78 High

Avg AUM per client

$278,962 Very Low

HNW client ratio

5% Very Low

About

Edwin Mcknight is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Silver Oak in 2023, he worked at Securities America Advisors, Inc. and Securities Service Network. Outside of his advisory role, he is involved in farming, volunteers with the Republican Party of Rutherford County, serves on the board of a Christian missions nonprofit, and has experience as an author. Silver Oak Securities, Inc. serves individuals, retirement plans, corporations, trusts, and other entities through a multi-team model, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs that emphasize discretionary, customized investment management tailored to client objectives and risk tolerances.

Client services

Based on Silver Oak Securities, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Silver Oak Securities, Inc.

Charitable giving & philanthropy

Occupation focus

Based on Silver Oak Securities, Inc.

Executive Founder/Business Owner

Demographic focus

Based on Silver Oak Securities, Inc.

HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Financial planning flat fee up to $35,000; Align Wealth Management fixed annual fee $15,000 - $75,000.

Percentage

$0+: Negotiable up to 2% annually (Advisor Fee) $0+: Platform Fee: $45 per year per account plus 0.08% - 0.15% annually (Compass) $0+: Platform Fee: $45 per year per account plus 0.05% - 0.25% annually (AdvisorFX)

Commissions

Financial Professionals may receive commissions for securities and insurance products as registered representatives and agents.

Project-based

Financial planning and consultation fees: $300 per hour.

Other

Fee-only: Financial planning and consultation fees: $300 per hour; $300 per month; or $35,000 flat fee.

Location

See office

Murfreesboro, TN

1800 South Rutherford Blvd, Suite 202

Murfreesboro TN 37130

Advisors at this office

2

Most active in

Tennessee

Work history

39 years of industry experience

Silver Oak Securities, Inc.

2023 - Present • 3 years

Jackson, TN

Securities America Advisors, Inc.

2020 - 2023 • 3 years

Murfreesboro, TN

SECURITIES AMERICA, inc.

2020 - 2023 • 3 years

Murfreesboro, TN

Securities Service network

2012 - 2020 • 8 years

Knoxville, TN

Woodbury Financial Services, inc.

2007 - 2012 • 5 years

Murfreesboro, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sean M

Series 65, AAMS®

Murfreesboro, TN

Hornor, Townsend & Kent, LLC

Sean Moran is a financial advisor with Hornor, Townsend & Kent, LLC and holds a Series 65 designation. He has five years of industry experience, including prior roles at Ad Deum Funds and Bull Run Investment Management. Outside of financial advising, Moran enjoys outdoor activities with friends and family and serves on the boards of several nonprofit organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through non-discretionary management and third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a range of investment approaches and offers consulting and retirement plan services.

General retirement planning Wealth management General tax planning Charitable giving tax strategies Tax strategies for small businesses Public Service Employee Self-Employed Retired Christian Faith Based
user avatar

Jason T

ChFC®, Series 63

Murfreesboro, TN

Jason Tate Financial Consulting, LLC

Jason Tate is the principal of Jason Tate Financial Consulting, LLC, an independent firm based in Murfreesboro, Tennessee. He holds the ChFC® designation and Series 63 license, with 12 years of industry experience. In addition to his advisory role, he serves as a personal financial counselor for servicemembers and their families through a government contractor, providing financial education. Jason Tate Financial Consulting primarily offers portfolio management and financial planning services to individual clients, including some high-net-worth individuals and small businesses. The firm manages approximately $22 million across about 120 accounts, using a combination of fundamental and technical analysis to build portfolios mainly consisting of exchange-listed stocks, mutual funds, ETFs, and fixed income without employing margin or leverage.

Social Security optimization General retirement planning Income planning General tax planning
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Larry C

Series 63

Murfreesboro, TN

Retirement Capital Management, LLC

Larry Crocker is a financial advisor at Retirement Capital Management, LLC with 21 years of industry experience. He holds a Series 63 designation and has been involved with several firms, including Fiduciary Compliance Corporation and Fiduciary Consulting Group, Inc., where he has ownership roles. He is also president of Harvest Capital Management Company, a management consulting business currently inactive. Retirement Capital Management provides investment management, wealth advisory, and consulting services primarily focused on retirement planning, risk management, and portfolio supervision for individuals, families, and institutional clients. The firm employs a diversified, long-term investment approach using strategies such as Modern Portfolio Theory and combines active and passive management across various asset types.

General retirement planning Retirement income strategy Income planning Active portfolio management Passive / index investing
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Paul B

Series 65

Murfreesboro, TN

Clearstone Wealth Management, LLC

Paul Brown is a Series 65-licensed financial advisor with 10 years of industry experience. He is currently the sole advisor at Clearstone Wealth Management, LLC, an independent firm based in Murfreesboro, Tennessee. His prior experience includes roles at IPI Wealth Management, Inc. and Eagle Peak Capital, Inc. Clearstone Wealth Management serves individuals, high-net-worth clients, and employer-sponsored retirement plans, offering comprehensive wealth planning, financial consulting, and discretionary portfolio management. The firm uses a tactical asset allocation strategy focused on ETFs and selected alternative investments, with specialized services for pension and profit-sharing plan clients.

College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting General retirement planning General tax planning
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Brice J

Series 63, Series 65, Series 66

Smyrna, TN

Jennings Investment Group, Inc.

Brice Jennings is the principal of Jennings Investment Group, Inc. in Smyrna, TN, holding Series 63, 65, and 66 designations with 16 years of industry experience. He has been with Jennings Investment Group, LLC since 2006 and is the sole advisor at the firm. Jennings Investment Group provides investment advisory and supervisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm uses a tactical asset allocation approach that integrates fundamental, quantitative, and economic analysis with proprietary indicators, and manages most client assets on a non-discretionary basis.

Options & derivatives strategies Active portfolio management
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Jason Q

CFP®, Series 63, Series 66

Murfreesboro, TN

Fortitude Wealth Management

Jason Qualls is a CFP® with 15 years of industry experience, currently serving as the sole advisor at Fortitude Wealth Management in Murfreesboro, Tennessee. He has been with Fortitude Wealth Management since its founding in 2011. Fortitude Wealth Management is a fee-only registered investment adviser that provides financial planning and investment consultation to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm generally employs a long-term investment perspective using fundamental analysis and Modern Portfolio Theory, primarily operating on a non-discretionary basis with clients retaining full control over implementation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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