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Joseph F Arsenault

Great Oak Capital Partners, LLC

South Easton, MA

CRD 5415590

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Employer firm

Great Oak Capital Partners, LLC CRD 281045

$478M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Great Oak Capital Partners, Llc

105R Depot Street Suite 5, South Easton, MA 02375 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-04-02
  • MA RA
    APPROVED
    Since 2026-04-02

Branch Locations

105R Depot Street Suite 5, South Easton, MA 02375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Financial Services, Llc Westwood MA 06/2007 10/2025
Great Oak Capital Partners, Llc South Easton MA 03/2026 Present
Unemployed N/A XX 11/2025 03/2026
  • 06/2007 → 10/2025
    Heritage Financial Services, Llc
    Westwood, MA
  • 03/2026 → Present
    Great Oak Capital Partners, Llc
    South Easton, MA
  • 11/2025 → 03/2026
    Unemployed
    N/A, XX
Previous Registrations
  • 2010-02-04 → 2025-10-29
    Heritage Financial Services
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-04
  • S66 Uniform Combined State Law Examination
    2008-02-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

FIVE CORNERS FINANCIAL SERVICES
HIGHTOWER ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

JOHN RUSSELL NOONAN
WILLIAM R SYLVIA
MARK DAVID MCAULEY

Nearby Offices

FIVE CORNERS FINANCIAL SERVICES · EASTON, MA
HIGHTOWER ADVISORS, LLC · South Easton, MA
COMMONWEALTH FINANCIAL NETWORK · SOUTH EASTON, MA

More in South Easton, MA

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