White Oaks Wealth Advisors, Inc.

White Oaks Wealth Advisors, Inc. (CRD# 173522) is a financial advisory firm headquartered in Minneapolis, MN. They manage $414,102,082 in 254 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    414
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $1,630,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
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.

CA, FL, MN, TX, WI

Financial Advisors at White Oaks Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sharon A. Bloodworth
CRD#: 2756129
Ids Center 80 South Eighth Street, Suite 1725, Minneapolis, MN 55402
96
Wealthminder
score

Sharon Bloodworth (CRD# 2756129) is an Investment Advisor Representative working at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and has over 21 years of experience in the finance industry. Sharon Bloodworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Laura C. Nickolay
CRD#: 6713023
Ids Center 80 South Eighth Street, Suite 1725, Minneapolis, MN 55402
90
Wealthminder
score

Laura Nickolay (CRD# 6713023) is an Investment Advisor Representative working at White Oaks Wealth Advisors, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry. Laura Nickolay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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