user avatar

Paul Raymond Tingley

Advisor at Silver Oak Securities, Inc. — Martinsville, IN

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

39 years

Location

Martinsville, IN 46151

Silver Oak Securities, Inc. logo

Silver Oak Securities, Inc.

Multi-team

Total advisors

111

Across 75 offices

Clients per advisor

78 High

Avg AUM per client

$278,962 Very Low

HNW client ratio

5% Very Low

About

Paul Tingley is a CFP® with 39 years of industry experience, currently affiliated with Silver Oak Securities, Inc. since 2018. His prior work includes roles at Ssnai, Securities Service Network, Financial Resource Advisors, and Concourse Financial Group Securities, Inc. Outside of investment advisory, he manages a fixed insurance agency and a farm in Martinsville, IN. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, and estates through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with a primarily discretionary, customized investment approach 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)

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Martinsville, IN

389 E. Morgan Street, Ste. 1

Martinsville IN 46151

Advisors at this office

1

Most active in

Indiana

Work history

39 years of industry experience

Silver Oak Securities, Inc.

2018 - Present • 8 years

Jackson, TN

Ssnai

2012 - 2018 • 6 years

Greenwood, IN

Securities Service network

2012 - 2018 • 6 years

Greenwood, IN

Financial Resource Advisors

2007 - Present • 19 years

Indianapolis, IN

Concourse Financial Group Securities, Inc.

2000 - 2012 • 12 years

Greenwood, IN

Disclosures

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

Business activities & affiliations

user avatar

Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
user avatar

Kyle B

Series 65

Greenwood, IN

Benham Advisory Group

Kyle Benham is a financial advisor with Benham Advisory Group in Greenwood, IN, holding a Series 65 credential and five years of industry experience. He has worked with Integrity Wealth Solutions and leads Benham Advisory Group, which he founded in 2024. Outside of finance, Benham has been involved in several media productions, including Netflix’s Chelsea Handler Productions and Apple TV’s Carpool Karaoke: The Series. Benham Advisory Group provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models incorporating economic, fundamental, technical, and quantitative analysis, managing portfolios on a discretionary basis with regular reviews and reporting.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
user avatar

Logan B

Series 65

Greenwood, IN

Benham Advisory Group

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
user avatar

John D

Series 66

Monrovia, IN

First Heartland Consultants, Inc.

John Dowell is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years before joining First Heartland Capital Inc. in 2022. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management, and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis and offer both strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
user avatar

Andrew R

Series 65

Greenwood, IN

Redhawk Wealth Advisors, Inc.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
user avatar

Nathan E

CFP®, Series 63, Series 65

Bargersville, IN

Truepoint, Inc.

Nathan Eix is a CFP® professional at Truepoint, Inc. with six years of industry experience. He previously worked at WealthPoint Advisors, LLC, Charles Schwab, and Thr3e Wise Men. Truepoint serves individuals, families, trusts, and institutional clients, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and it provides integrated tax and administrative services through related entities.

General retirement planning Income planning Tax-loss harvesting Private / alternative investments Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)