Creston, IA Office

Samuel Zurcher is a financial advisor at Silver Oak Securities, Incorporated with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2023. Prior to that, he was with Securities America Advisors and Mutual of Omaha, among others. Outside of his work at Silver Oak, he is involved with Cornerstone Financial Group, providing retirement and insurance planning services. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and specialized managed account programs, delivering investment advice primarily on a discretionary basis.

Michael Moffitt is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with Silver Oak Securities since 2018 and previously worked at LPL Financial, Advantage Investment Management, and Cornerstone Financial Group, where he has maintained a long-term association. Outside of his advisory work, Moffitt is involved in business planning and coaching through CFG Legacy Planners LLC and Cornerstone Financial Group, and he serves as a trustee and has held leadership roles in local nonprofit economic development. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, utilizing both individual securities and model-based portfolios.

Matthew Stange is a financial advisor at Silver Oak Securities, Incorporated with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Mutual of Omaha Investor Services. Outside of his advisory role, he owns an insurance business and manages a real estate rental property. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers personalized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of more than 100 financial professionals.