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Inactive

Sunit Bhalla

Oaktree Financial Planning, LLC

Fort Collins, CO

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Current Employers
Oaktree Financial Planning, Llc

155 E. Boardwalk Suite 300, Fort Collins, CO 80525 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2008-09-24
  • CO RA
    APPROVED
    Since 2008-09-24

Branch Locations

155 E. Boardwalk Suite 300, Fort Collins, CO 80525 • 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
Oaktree Financial Planning Fort Collins CO 05/2008 Present
  • 05/2008 → Present
    Oaktree Financial Planning
    Fort Collins, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-06-28
  • S65 Uniform Investment Adviser Law Examination
    2008-06-28
Designations

View on SEC IAPD

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