Geoffrey Michael Boldt

Employer firm

Oregon Pacific Wealth Management CRD 283958

$156M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 01/2020
  Self-Employed
  Medford, OR
• 01/2020 → 11/2020
  Boldt Appraisal Services, Llc
  Medford, OR
• 11/2020 → 06/2021
  Unemployed
  Medford, OR
• 06/2021 → 09/2022
  U.S. Bank
  Medford, OR
• 09/2022 → 01/2024
  Futurity First Insurance Group
  Medford, OR
• 02/2024 → Present
  Oregon Pacific Wealth Management
  Medford, OR
• 02/2024 → Present
  Oregon Pacific Wealth Management, Llc
  Medford, OR

Other Businesses

Community Works; Board of Directors/Vice Chair and Treasurer; Not investment related; 2594 E. Barnett Road STE C Medford Oregon 97504; Description: Supports survivors of sexual assault and domestic violence through nonprofit services; Attend executive meetings, lead business committee, fulfill general board duties; Start date: 2026-07-01; 1 Hour per month devoted to business during trading hours; 6 Hours per month devoted to business outside trading hours; 0 Percent of total yearly compensation expected to be derived from the business; Website address: https://www.community-works.org/.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-22