Oaktree Financial Planning And Consulting
Oaktree Financial Planning And Consulting (CRD# 146022) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oaktree Financial Planning And Consulting
By the Numbers
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Total Assets Under Management0MILLION
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Oaktree Financial Planning And Consulting
1
Gwen Gepfert (CRD# 1491758) is an Investment Advisor Representative working at Oaktree Financial Planning And Consulting in Basking Ridge, NJ and has over 16 years of experience in the finance industry.
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