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Robert V
ChFC®, Series 63
Fulton, KY
Silver Oak Securities, Inc.
Robert Voegeli is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 63 designations, and has 49 years of industry experience. He has worked at Silver Oak Securities since 2006 and has been affiliated with Connecticut Mutual Life Insurance since 1976. Voegeli is also the proprietor of Financial Service Associates, a business focused on insurance and investment product sales. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs featuring primarily discretionary investment management tailored to client objectives and risk tolerances, supported by proprietary operational platforms and methods.
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