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Sharon Alison Bloodworth

WHITE OAKS WEALTH ADVISORS, INC.·MINNEAPOLIS, Minnesota
Series 7, Series 63, Series 65Clean record9 years registeredWHITE OAKS WEALTH ADVISORS, INC.
5500 WAYZATA BLVD, MINNEAPOLIS, MN 55416CRD# 2756129Firm CRD# 173522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sharon Alison Bloodworth · MINNEAPOLIS, MN
Registration
CRD #2756129 · WHITE OAKS WEALTH ADVISORS, INC. · 9 years registered
Brand Profile
Not yet started
01

Career History

WHITE OAKS WEALTH ADVISORS, INC.
Oct 2016 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 19, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522 · SEC 801-80576
AUM
$491M
Regulatory assets under management
Employees
5
228 client accounts
Services offered by WHITE OAKS WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHITE OAKS WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Sharon Alison Bloodworth offer?
Sharon Alison Bloodworth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Sharon Alison Bloodworth's credentials?
Sharon Alison Bloodworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Alison Bloodworth located?
Sharon Alison Bloodworth is based in MINNEAPOLIS, Minnesota, working with WHITE OAKS WEALTH ADVISORS, INC.. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Sharon Alison Bloodworth charge for services?
Sharon Alison Bloodworth'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 WHITE OAKS WEALTH ADVISORS, INC.?
WHITE OAKS WEALTH ADVISORS, INC. has approximately 5 employees and manages $491M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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