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Gwen Joan Gepfert

Oaktree Financial Planning And Consulting

Basking Ridge, NJ

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Current Employers
Oaktree Financial Planning And Consulting

Basking Ridge, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2008-02-13
  • NJ RA
    APPROVED
    Since 2008-02-13

Branch Locations

Basking Ridge, NJ • 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 And Consulting, L.L.C. Basking Ridge NJ 06/2006 Present
  • 06/2006 → Present
    Oaktree Financial Planning And Consulting, L.L.C.
    Basking Ridge, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-12
  • S65 Uniform Investment Adviser Law Examination
    2008-02-12

View on SEC IAPD

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