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Silver Oak Securities Welcomes Pathway Financial Design to Expand Midwest Presence

Dec 04, 2024•over 1 year ago

Contract Type

partnership

Michigan

Description

Pathway Financial Design, a prominent Michigan-based financial planning firm, has joined Silver Oak Securities, Inc.'s growing network of financial professionals. The addition brings $155 million in assets under management and strengthens Silver Oak's presence in the Midwest region.

Company Information

Company

Silver Oak Securities

Location

Michigan, United States

About

Silver Oak Securities, Inc. is a leading Hybrid RIA championing the spirit of the independent advisor.

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Strategic

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months