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Larry M
CFP®, Series 63, Series 65
Clay City, IN
Silver Oak Securities, Inc.
Larry Moss is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with Silver Oak Securities, Inc. and has worked at notable firms including Northwest Bank and LPL Financial. Outside of his advisory work, Moss serves on several community and governmental boards, including Clay County Community Corrections, Thrive West Central EDC, and as an elected Clay County Councilman. Silver Oak Securities, Inc. serves a broad client base including individuals, high-net-worth clients, and various business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary, tailored investment approach that emphasizes ongoing model monitoring and automated investment processes.
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