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Cranston Richard Gesell

THOUSAND OAKS FINANCIAL CORPORATION·THOUSAND OAKS, California
SIE, Series 6, Series 7, Series 22, Series 63, Series 66CFPClean record17 years registeredTHOUSAND OAKS FINANCIAL CORPORATION
100 EAST THOUSAND OAKS BLVD,, THOUSAND OAKS, CA 91360CRD# 1182387Firm CRD# 109561

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cranston Richard Gesell · THOUSAND OAKS, CA
Registration
CRD #1182387 · THOUSAND OAKS FINANCIAL CORPORATION · 17 years registered
Brand Profile
Not yet started
01

Career History

ONE CAPITAL MANAGEMENT, LLC
Oct 2020 – present
PROFESSIONAL PLANNING
Jul 2009 – Sep 2022
THOUSAND OAKS, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 63
Series 66
Registration record
First registered · July 27, 2009
Years registered · 17
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOUSAND OAKS FINANCIAL CORPORATION
CRD 109561 · SEC 801-57077
AUM
$187M
Regulatory assets under management
Employees
8
906 client accounts
Services offered by THOUSAND OAKS FINANCIAL CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THOUSAND OAKS FINANCIAL CORPORATION →
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Frequently Asked Questions

What services does Cranston Richard Gesell offer?
Cranston Richard Gesell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Cranston Richard Gesell's credentials?
Cranston Richard Gesell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Cranston Richard Gesell located?
Cranston Richard Gesell is based in THOUSAND OAKS, California, working with THOUSAND OAKS FINANCIAL CORPORATION. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Cranston Richard Gesell charge for services?
Cranston Richard Gesell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THOUSAND OAKS FINANCIAL CORPORATION?
THOUSAND OAKS FINANCIAL CORPORATION has approximately 8 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THOUSAND OAKS FINANCIAL CORPORATION

Melvyn Henry Nachman
THOUSAND OAKS, CA
CFP

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