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Paul Raymond Tingley

Advisor at Silver Oak Securities, Incorporated — Martinsville, IN

Updated today

Credentials

CFP®, Series 63, Series 66

Experience

39 years

Location

Martinsville, IN 46151

Silver Oak Securities, Incorporated logo

Silver Oak Securities, Incorporated

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

Paul Tingley is a CFP® with 39 years of industry experience, currently associated with Silver Oak Securities, Incorporated since 2018. He has also worked at Financial Resource Advisors, where he manages a fixed insurance agency, and he owns and manages a farm in Martinsville, Indiana. In addition, he serves as a consultant for Invite Wealth Management, providing financial planning and business exit/succession planning services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary management tailored to client objectives and risk tolerances, utilizing both individual securities and strategist models supported by advanced trading and reporting infrastructure.

Client services

Based on Silver Oak Securities, Incorporated

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Silver Oak Securities, Incorporated

Charitable giving & philanthropy

Occupation focus

Based on Silver Oak Securities, Incorporated

Executive Founder/Business Owner

Demographic focus

Based on Silver Oak Securities, Incorporated

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

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

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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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
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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
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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
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Randy J

Series 63, Series 65

Bargersville, IN

Foundations Investment Advisors LLC

Randy Jaramillo is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at Reliant Wealth Management, Simplicity Wealth, and New York Life Insurance Company. Outside of his advisory work, he serves as a pastor involved in community outreach and leadership at The Potter’s House Church in Indianapolis. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across a network of nearly 300 representatives. The firm provides portfolio management, financial planning, and retirement-plan support to a diverse client base, utilizing a range of investment products and third-party sub-advisers.

Private / alternative investments ESG / Sustainable investing Concentrated stock management Founder/Business Owner Executive
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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
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Andrew R

Series 65

Greenwood, IN

RedHawk Wealth Advisors, Inc.

Andrew Riis is a financial advisor at RedHawk Wealth Advisors, Inc. with one year of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group. Outside of advising, Riis is a 50% owner of Reachout Marketing, LLC, a marketing agency based in Indianapolis. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services using a risk-based investment approach supported by a weekly investment committee and third-party risk tools.

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