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).
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Total Assets Under Management414MILLION
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Total Number of Accounts254ACCOUNTS
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Average Account Value$1,630,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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

CA, FL, MN, TX, WI
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.
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.