Grant S. Bledsoe
THREE OAKS WEALTH
Gold River, CA 95670
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CRD#: 5424910
Professional summary
Grant Stephen Bledsoe, AIF®, CFA, CFP® is a registered financial advisor currently at THREE OAKS WEALTH located in Gold River, California.
Grant is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Grant has worked at 2 firms and has passed the Series 63, Series 7 and Series 24 exams.
Biography
Grant started working in the financial services industry in 2007. Prior to founding Three Oaks Capital Management in 2014, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Grant is a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. He is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. Grant's focus through Three Oaks Capital Management is on helping his clients make consistently smart financial decisions, avoid mistakes, and live enjoyable and fulfilling lives.
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Employee and Employer Plan Ben...
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Retirement Planning
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Business Owners
Entrepreneurs
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Are you a "fiduciary"?
Yes
Aliases
None
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.
Grant is the founder and principal of Three Oaks Tax. Three Oaks Tax is located at 2377 Gold Meadow Way, in Gold River, CA, 95670. Grant launched Three Oaks Tax in February of 2024. The firm engages in tax preparation, consulting and related services. It is not an investment related business. Grant spends 5% or less of his working hours on Three Oaks Tax activities.
CRS (Client Relationship Summary) - RIA
Click below to view Grant Stephen Bledsoe'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: 2016
Experience
Current
June 5, 2014 - Present
THREE OAKS WEALTH
Office #1: 2377 Gold Meadow Way Suite 100, Gold River, CA 95670RIA
CRD#: 171082
Gold River, CA
Past
November 15, 2007 - April 22, 2014
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
SAN FRANCISCO, CA
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
California(4/7/2017)
IAR
Oregon(6/5/2014)
IAR
Texas(4/11/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
THREE OAKS WEALTH
THREE OAKS CAPITAL MANAGEMENT | THREE OAKS WEALTH | THREE OAKS CAPITAL MANAGEMENT, LLC
CRD#: 171082 / SEC#:
Alaska
Registered Investment Advisory firm - (12/11/2015 Terminated)California
Registered Investment Advisory firm - (4/7/2017 Approved)Oregon
Registered Investment Advisory firm - (6/5/2014 Approved)Texas
Registered Investment Advisory firm - (4/10/2018 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2377 Gold Meadow Way Suite 220, Gold River, CA 95670
Mailing Address
Phone number
(916) 318-4849
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 286 |
| AUM (Assets Under Management) | $ 61,126,015 |
Red Flags
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Company Information
THREE OAKS WEALTH
CRD#: 171082Gold River, CA 95670TRUST BUT VERIFY
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Contact information
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