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Ryan Y
Series 66
Las Vegas, NV
Silveroak Investments, LLC
Ryan Yuhnke is a financial advisor with SilverOak Investments, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with SilverOak Investments since 2017 and was previously with DW Advisors dba SilverOak Investments from 2015 to 2017. In addition to his advisory role, Yuhnke is a licensed insurance agent providing life insurance services. SilverOak Investments offers discretionary investment supervisory services to individuals, corporations, and charitable organizations, primarily through separately managed accounts. The firm employs a long-term, bottom-up, valuation-driven investment process that incorporates fundamental and technical analysis, with portfolios managed under discretionary authority by the principal.
Deiyadin P
Series 66
Costa Mesa, CA
Silveroak Investments, LLC
Deiyadin Pernas is a financial advisor at SilverOak Investments, LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Hightower Advisors and Hightower Securities, LLC from 2015 to 2022. Pernas writes market-related research under Pernas Research, dedicating about 10 hours per week to this work without compensation. SilverOak Investments, LLC provides discretionary portfolio management to individuals, high net worth clients, corporations, and charitable organizations. The firm employs a long-term, bottom-up, valuation-driven investment approach combining fundamental and technical analysis to build client-specific portfolios and sponsors a wrap fee program unusual for firms of its category.
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