Sharon A. Bloodworth
WHITE OAKS WEALTH ADVISORS
Minneapolis, MN 55416
Some features on this profile are disabled
CRD#: 2756129
Professional summary
Sharon Alison Bloodworth, CFP®, who also goes by Sharon Alison Apolloni, Sharon Alison Bloodworth-apolloni, is a registered financial advisor currently at WHITE OAKS WEALTH ADVISORS, INC. located in Minneapolis, Minnesota.
Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Sharon has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Biography
Who I Work With
You are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.
What Makes Us Different
As a private, independent wealth management firm, we leverage our in-house expertise and our connections across investment management, estate planning, insurance, and accounting to help you build a financial plan – and a corresponding financial planning team - tailored to you. We are fee-only, which means that your financial success is our financial success. While remaining free of the sales and growth agendas of large firms, we give you access to the investment strategies of the ultra-wealthy, and we work to simplify the complexities of wealth. With gold standard credentials and huge hearts, we are not only required, as fiduciaries, to put you first – we care for you like family. We love our work helping you pursue a life well-invested.
Question & Answer
What are your service offerings?
Retirement Planning
Inheritance
Comprehensive Financial Planni...
Investment Planning
Life Transitions
Estate Planning
Retirement Income Management
Insurance Planning
Business Succession Planning
Employee and Employer Plan Ben...
Tax Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Tax Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Sharon Alison Apolloni | Sharon Alison Bloodworth-Apolloni
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Alison Bloodworth's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2010
Experience
Current
October 19, 2016 - Present
WHITE OAKS WEALTH ADVISORS, INC.
Office #1: 5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416RIA
CRD#: 173522
Minneapolis, MN
Past
November 10, 1999 - December 14, 2000
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
November 10, 1999 - December 14, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
November 27, 1996 - September 2, 1998
LORD ABBETT DISTRIBUTOR LLC
BD
CRD#: 530
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WHITE OAKS WEALTH ADVISORS, INC.
WHITE OAKS WEALTH ADVISORS, INC.
CRD#: 173522 / SEC#: 801-80576
RIA
Registered Investment Advisory firm - (11/20/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/13/2017)
IAR
Minnesota(10/19/2016)
IAR
Texas(10/19/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
WHITE OAKS WEALTH ADVISORS, INC.
WHITE OAKS WEALTH ADVISORS, INC.
CRD#: 173522 / SEC#: 801-80576
RIA
Registered Investment Advisory firm - (11/20/2014 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5500 Wayzata Blvd Suite 290, Minneapolis, MN 55416
Mailing Address
Phone number
(612) 455-6900
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 228 |
| AUM (Assets Under Management) | $ 530,043,159 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/27/2024 | ||
| 02/15/2024 | ||
| 06/15/2023 | ||
| 08/15/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WHITE OAKS WEALTH ADVISORS, INC.
CRD#: 173522Minneapolis, MN 55416TRUST BUT VERIFY
Monitor Sharon Bloodworth
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
