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
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Oaktree Financial Planning And Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Gwen J. Gepfert
CRD#: 1491758
Basking Ridge, NJ
93
Wealthminder
score

Gwen Gepfert (CRD# 1491758) is an Investment Advisor Representative working at Oaktree Financial Planning And Consulting in Basking Ridge, NJ and has over 8 years of experience in the finance industry.

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