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Scott Dennis Oeth

Advisor at Cahill Financial Advisors, Inc. — Henderson, TN

Updated today

Credentials

CFP®, ChFC®

Experience

12 years

Location

Henderson, TN

Cahill Financial Advisors, Inc. logo

Cahill Financial Advisors, Inc.

Team

Total advisors

12

Across 5 offices

Clients per advisor

92 High

Avg AUM per client

$1,558,275 High

HNW client ratio

49% High

About

Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Client services

Based on Cahill Financial Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Cahill Financial Advisors, Inc.

Retirement income strategy

Occupation focus

Based on Cahill Financial Advisors, Inc.

Executive Founder/Business Owner

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Fee options

Fixed

Fixed fees for Financial Planning Services; varies by IAR and plan complexity, typically $0 to $5,000.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.40%

Project-based

Varies by Investment Advisor Representative; hourly rates specified in Financial Planning Services Agreement; typical total cost ranges from $0 to $5,000.

Other

Account minimum: $500,000

Location

See office

Henderson, TN

Henderson TN

Advisors at this office

1

Most active in

Minnesota · Tennessee · Texas

Work history

12 years of industry experience

Cahill Financial Advisors, Inc.

2006 - Present • 20 years

Edina, MN

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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Billy B

ChFC®, Series 63

Jackson, TN

Silver Oak Securities, Inc.

Billy Brown is a financial advisor at Silver Oak Securities, Inc. based in Jackson, Tennessee, holding a ChFC® designation and Series 63 license with six years of industry experience. Prior to joining Silver Oak Securities in 2021, he worked with Horace Mann and Horace Mann Investors Inc. from 2015 to 2021. Outside of his advisory role, Brown provides personal financial counseling services to military service members and their families at a Tennessee Army National Guard unit. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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David E

Series 63, Series 65

Jackson, TN

Silver Oak Securities, Inc.

David Eblen II is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, focusing on insurance sales and planning, since 1997. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets, offering a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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Brent P

Series 63, Series 66

Henderson, TN

Forefront

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Business exit / sale strategy Business ownership considerations Cash flow / budgeting Founder/Business Owner
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Gary C

CFP®, Series 66

Jackson, TN

Principal Financial Services

Gary Carter is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Principal Financial Services and has held positions at Northwestern Mutual and Merrill Lynch, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Retired Founder/Business Owner
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William P

Series 66

Jackson, TN

Empower Advisory Group

William Patton is a financial advisor with Empower Advisory Group in Jackson, TN. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns through point-in-time financial plans and managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Timothy D

Series 63

Jackson, TN

Independent Advisor Alliance, LLC

Timothy Dill is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory work, he is a manager and member of a family gospel group that tours nationally, and he owns a business selling and installing audio/video equipment for local churches and schools. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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