Geoffrey Boldt (CRD# 7869269) is an Investment Advisor Representative working at Oregon Pacific Wealth Management in Medford, OR and has 1 year of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5798731
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oregon Pacific Wealth Management | Medford, OR | Feb 2024 - Current | < 1 |
| Oregon Pacific Wealth Management, LLC | Medford, OR | Feb 2024 - Current | < 1 |
| Futurity First Insurance Group | Medford, OR | Sep 2022 - Jan 2024 | 1 |
| U.s. Bank | Medford, OR | Jun 2021 - Sep 2022 | 1 |
| Unemployed | Medford, OR | Nov 2020 - Jun 2021 | < 1 |
| Boldt Appraisal Services, LLC | Medford, OR | Jan 2020 - Nov 2020 | < 1 |
| Self-employed | Medford, OR | Jan 2014 - Jan 2020 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- OR
-
Total Assets Under Management155MILLIONS
-
Total Number of Accounts541ACCOUNTS
-
Average Account Value$286,506
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
NE, OR, WA
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