Best Investors Account Sign in
Current Employers
Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-10-20
MI RA APPROVED 2025-10-17
  • TX RA
    APPROVED_RES
    Since 2025-10-20
  • MI RA
    APPROVED
    Since 2025-10-17

Branch Locations

Grand Ledge, MI • 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
Gradient Securities Dba Gradient Wealth Management Arden Hills MN 09/2020 10/2025
Ten Point Financial, Llc Grand Ledge MI 08/2019 10/2025
Farm Bureau Insurance Lansing MI 01/2015 08/2019
Rightoak Asset Management Llc Grand Ledge MI 10/2025 Present
  • 09/2020 → 10/2025
    Gradient Securities Dba Gradient Wealth Management
    Arden Hills, MN
  • 08/2019 → 10/2025
    Ten Point Financial, Llc
    Grand Ledge, MI
  • 01/2015 → 08/2019
    Farm Bureau Insurance
    Lansing, MI
  • 10/2025 → Present
    Grand Ledge, MI
Previous Registrations
Other Businesses

1. INSURANCE; START DATE: 2019; MICHIGAN; INSURANCE AGENT; LESS THAN 10% OF HIS TIME IS SPENT ON THIS ACTIVITY.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-08
  • S65 Uniform Investment Adviser Law Examination
    2020-08-08

View on SEC IAPD

More in Grand Ledge, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor