Joel Broersma

President of HBW Partners Tax Services LLC

Role: Registered Principal at Silver Oak Securities, Inc
Location: Ada, MI, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Registered Principal
Silver Oak Securities, Inc
Oct 2024 — Present

Education

College for Financial Planning
CFP(R), Financial Planning
2004 — 2006

Skills

Irs Enrolled Agent
401k
Wealth Accumulation
Retirement Planning
Finra
Financial Analysis
Financial Services
Life Insurance
Finance
Long-Term Care
Mutual Funds
Fixed Annuities
Financial Planners
Iras
General Securities Registered Representative
Investments
Retirement
Strategic Financial Planning
Securities
Estate Planning
Disability Insurance
Health Insurance
Employee Stock Options
Term Life Insurance
Protection Planning/Family Security
Financial Education
Long Term Care Insurance
Financial Advisory
High Deductible Health Plans
Roth Ira
Investment Strategies
Loans
Investment Advisory
Tax-Advantaged Investment Strategies
Insurance

Contact information

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Work email
•••••@joinsilveroaksecurities.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Silver Oak Securities, Inc

Financial Services · 51 employees · Founded 1999 · Jackson, Tennessee, United States

ARE YOU AN INDEPENDENT FINANCIAL ADVISOR READY TO BUILD SOMETHING ENDURING? At Silver Oak Securities, we believe freedom and support aren\'t opposites — they\'re the foundation of a thriving practice. We\'re an employee and advisor-owned hybrid RIA built for independent financial entrepreneurs who want to stay independent, grow profitably, and serve their clients without bureaucracy getting in the way. We don\'t force you into a mold. We back you without boxing you in. You get direct access to decision-makers, a fully integrated technology stack, strategic business coaching, and a community of like-minded professionals — all designed to help you operate more efficiently and achieve greater profitability than industry averages. REAL PEOPLE. REAL SOLUTIONS. NO: PHONE TREES, WAITING, OR EXCUSES. Founded in and headquartered in Tennessee — in the heart of the southern U.S. — we\'ve spent 25+ years making it easier for financial entrepreneurs to build enduring enterprises, on their terms. SUPPORT BUILT TO DRIVE GROWTH. INDEPENDENCE THAT\'S TRULY YOURS. Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA (https://FINRA.org)/ SIPC (https://SIPC.org)

joinsilveroaksecurities.com

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Experience

Registered Principal

Education

College for Financial Planning

Skills

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