Grant Bledsoe, financial advisor Lake Oswego OR

Grant Bledsoe

CRD Number: 5424910
Current Firm: Three Oaks Wealth
Compensation Model: Fee Only

Grant Bledsoe (CRD# 5424910) is an Investment Advisor Representative and founder of Three Oaks Capital Management.  He serves clients in the Sacramento & Portland areas, as well as remotely around the country. Grant has over 10 years of experience in the finance industry.  You can find Grant's blog at http://abovethecanopy.us.

CONTACT
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Professional Designations
Company Name Location Dates Years
Three Oaks Business Consulting Gold River, CA Feb 2020 - Current 4
Three Oaks Capital Management Lake Oswego, OR Apr 2014 - Current 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
Contact Info for Grant S. Bledsoe
By the Numbers
  • Total Assets Under Management
    52
    MILLIONS
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $174,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX

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