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Meghan Michele Coolbaugh

Oak Street Advisory Group, LLC

Nevada City, CA

CRD 6355426

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Employer firm

Oak Street Advisory Group, LLC CRD 283444

$84.8M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Oak Street Advisory Group, Llc

Nevada City, CA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-12-04
CA RA APPROVED 2016-06-28
  • TX RA
    APPROVED
    Since 2024-12-04
  • CA RA
    APPROVED
    Since 2016-06-28

Branch Locations

Nevada City, CA • 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
Forza Pilates Laguna Beach CA 01/2006 03/2020
Duttenhofer Advisory Group Laguna Beach CA 09/2015 12/2019
Oak Street Advisory Group, Llc Nevada City CA 03/2016 Present
  • 01/2006 → 03/2020
    Forza Pilates
    Laguna Beach, CA
  • 09/2015 → 12/2019
    Duttenhofer Advisory Group
    Laguna Beach, CA
  • 03/2016 → Present
    Oak Street Advisory Group, Llc
    Nevada City, CA
Previous Registrations
  • 2015-11-02 → 2019-12-31
    Duttenhofer Advisory Group
    Laguna Beach, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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