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Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia Email & Phone Number

Partner and Financial Advisor and Wealth Managment and Financial Planning and Investments at SilverOak Wealth Managment
Location: Minneapolis, Minnesota, United States 6 work roles 2 schools
1 work email found @silveroakwealth.com 1 phone found area 952 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email j****@silveroakwealth.com
Direct phone (952) ***-****
LinkedIn Profile matched
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Current company
SilverOak Wealth Managment
Role
Partner and Financial Advisor and Wealth Managment and Financial Planning and Investments
Location
Minneapolis, Minnesota, United States
Company size
24 employees

Who is Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia? Overview

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Quick answer

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia is listed as Partner and Financial Advisor and Wealth Managment and Financial Planning and Investments at SilverOak Wealth Managment, a with 24 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a work email signal at silveroakwealth.com, phone signal with area code 952, and a matched LinkedIn profile for Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia.

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia previously worked as Partner / Financial Advisor / Wealth Managment / Financial Planning / Investments at Silveroak Wealth Managment and Managing Partner and Co-founder / Portfolio Manager / Financial Advisor at Warrington Partners Llc / Hedge Fund / Investments / Wealth Managment. Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia holds Bachelor'S Degree, Political Science And Political Economy from Carleton College.

Company email context

Email format at SilverOak Wealth Managment

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*@silveroakwealth.com
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AeroLeads found 1 current-domain work email signal for Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia. Compare company email patterns before reaching out.

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Profile bio

About Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia

As a partner with SilverOak Wealth Management, I am committed to helping people navigate through life's financial challenges and opportunities. I really enjoy helping my clients plan for their future, avoid unnecessary risks and provide a legacy for their family. My past experience as a mutual fund portfolio manager gives me a unique background and perspective in helping people with their long-term financial and investment planning. My clients often tell me that working with me gives them peace of mind and confidence about their finances and investments that they didn't have before.I am passionate about helping people that are going through life and financial transitions. Whether you are preparing for retirement, selling a business, received an inheritance, or recently become recently divorced or lost your spouse, I can help guide you through this transition and help you navigate around the common challenges and pitfalls to arrive at a financial solution unique to you.I enjoy spending time with my family and am a fantasy football and "real" football fan. Whatever spare time I have is spent cooking and trying new restaurants. Please feel free to contact me at (952) 896-5703 or jscharlau@silveroakwealth.com

Listed skills include Financial Planning, Asset Allocation, Portfolio Management, Investments, and 12 others.

Current workplace

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia's current company

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SilverOak Wealth Managment
Silveroak Wealth Managment
Partner and Financial Advisor and Wealth Managment and Financial Planning and Investments
Minneapolis, MN, US
Website
silveroakwealth.com
Employees
24
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6 roles

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia work experience

A career timeline built from the work history available for this profile.

Partner And Financial Advisor And Wealth Managment And Financial Planning And Investments

Silveroak Wealth Managment

Minneapolis, Mn, Us

Partner / Financial Advisor / Wealth Managment / Financial Planning / Investments

Current
Silveroak Wealth Managment

SilverOak Wealth Management is an independent wealth management firm that provides customized and comprehensive advice and solutions to high net worth individuals and families, business owners and corporate executes. As a fee-only advisor, SilverOak's team is able to provide its clients comprehensive and unbiased advice and solutions. Our mission is to be our client's financial partner for life, their trusted advocate and guide, helping them achieve a greater peace of mind.

Feb 2008 - Present

Managing Partner And Co-Founder / Portfolio Manager / Financial Advisor

Warrington Partners Llc / Hedge Fund / Investments / Wealth Managment

Co-founder and lead portfolio manager for a start-up $10 million market neutral equity hedge fund. The fund generated positive returns, while exhibiting half of the volatility of the S&P 500 with virtually no correlation and beta. The fund was dollar neutral and we rebalance daily.

Apr 2005 - Dec 2007

Director / Senior Portfolio Manager

National City Investment Management / Investments / Wealth Management

Lead portfolio manager and team leader for the small and mid cap growth mutual funds and institutional separately managed accounts.

Feb 2003 - Apr 2005

Director And Co-Portfolio Manager Of The Small And Mid Cap Growth Group

First American Funds / Investments / Wealth Management

Portfolio manager and co-team leader of a highly successful investment team that managed the small and mid cap growth funds and institutional separately managed accounts.

Oct 1999 - Nov 2002

Asst. Vice President And Equity Analyst

Peregrine Capital Managment / Investments /Wealth Management

Equity analyst on a successful small cap core growth investment team that managed institutional separately managed accounts.

Jun 1993 - Oct 1999
Team & coworkers

Colleagues at SilverOak Wealth Managment

Other employees you can reach at silveroakwealth.com. View company contacts for 24 employees →

DH Daniel Hedegard, Cfp®, Mba Daniel Hedegard, Cfp®, Mba Colleague at Silveroak Wealth ManagmentMinneapolis, Minnesota, United States View → TD Trisha Downing Trisha Downing Colleague at Silveroak Wealth ManagmentGreater Minneapolis-St. Paul Area, United States View → CL Chris Link Chris Link Colleague at Silveroak Wealth ManagmentEdina, Minnesota, United States View → JS Jeb Stewart Jeb Stewart Colleague at Silveroak Wealth ManagmentHamel, Minnesota, United States View → KN Kathy Nelson, Cpa, Cfp®, Pfs Kathy Nelson, Cpa, Cfp®, Pfs Colleague at Silveroak Wealth ManagmentMinneapolis, Minnesota, United States View → NN Nicole Nikolay Nicole Nikolay Colleague at Silveroak Wealth ManagmentMinneapolis, Minnesota, United States View → DP Duncan Pederson Duncan Pederson Colleague at Silveroak Wealth ManagmentGreater Minneapolis-St. Paul Area, United States View → AD Alex Dunne, Cpa, Cfp®, Pfs Alex Dunne, Cpa, Cfp®, Pfs Colleague at Silveroak Wealth ManagmentMinneapolis, Minnesota, United States View →
2 education records

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia education

Bachelor'S Degree, Political Science And Political Economy

Carleton College

Chinese Political Economy

University Of International Business And Economics
FAQ

Frequently asked questions about Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia

Quick answers generated from the profile data available on this page.

What company does Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia work for?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia works for SilverOak Wealth Managment.

What is Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia's role at SilverOak Wealth Managment?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia is listed as Partner and Financial Advisor and Wealth Managment and Financial Planning and Investments at SilverOak Wealth Managment.

What is Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia's email address?

AeroLeads has found 1 work email signal at @silveroakwealth.com for Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia at SilverOak Wealth Managment.

What is Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia's phone number?

AeroLeads has found 1 phone signal(s) with area code 952 for Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia at SilverOak Wealth Managment.

Where is Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia based?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia is based in Minneapolis, Minnesota, United States while working with SilverOak Wealth Managment.

What companies has Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia worked for?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia has worked for Silveroak Wealth Managment, Warrington Partners Llc / Hedge Fund / Investments / Wealth Managment, National City Investment Management / Investments / Wealth Management, First American Funds / Investments / Wealth Management, and Peregrine Capital Managment / Investments /Wealth Management.

Who are Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia's colleagues at SilverOak Wealth Managment?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia's colleagues at SilverOak Wealth Managment include Daniel Hedegard, Cfp®, Mba, Trisha Downing, Chris Link, Jeb Stewart, and Kathy Nelson, Cpa, Cfp®, Pfs.

How can I contact Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia?

You can use AeroLeads to view verified contact signals for Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia at SilverOak Wealth Managment, including work email, phone, and LinkedIn data when available.

What schools did Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia attend?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia holds Bachelor'S Degree, Political Science And Political Economy from Carleton College.

What skills is Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia known for?

Jonathan (Jon) Scharlau Cfa, Cfp®, Aep, Caia is listed with skills including Financial Planning, Asset Allocation, Portfolio Management, Investments, International Equities, Equities, Fixed Income, and Wealth Management.

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