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Hannah Elizabeth Oaks Boundy

Sherwood Financial Partners, LLC

Broomfield, CO

Westlake Village, CA

CRD 6330580

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Employer firm

Sherwood Financial Partners, LLC CRD 301329

$294M regulatory AUM 15 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • BASIC TAX PLANNING

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

Current Employers
Sherwood Financial Partners, Llc

2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2019-10-04
CA RA APPROVED 2019-07-02
  • CO RA
    APPROVED
    Since 2019-10-04
  • CA RA
    APPROVED
    Since 2019-07-02

Branch Locations

520 Zang Street Suite 222, Broomfield, CO 80021 • United States

2475 Townsgate Road Suite 210, Westlake Village, CA 91361 • 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
Cedarstone Advisors, Inc. Westlake Village CA 02/2015 04/2019
Sherwood Financial Partners,Llc Westlake Village CA 07/2019 Present
  • 02/2015 → 04/2019
    Cedarstone Advisors, Inc.
    Westlake Village, CA
  • 07/2019 → Present
    Sherwood Financial Partners,Llc
    Westlake Village, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-16
  • S65 Uniform Investment Adviser Law Examination
    2014-05-16
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Hannah Elizabeth Oaks
  • Hannah Elizabeth Oaks

View on SEC IAPD

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