Investment adviser representative · Oaktree Financial Planning And Consulting
Gwen J. Gepfert
CRD 1491758 · Basking Ridge, NJ
At a glance
Gwen J. Gepfert is an investment adviser representative with Oaktree Financial Planning And Consulting in Basking Ridge, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Gwen’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Oaktree Financial Planning And ConsultingSince February 2008Basking Ridge, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Gwen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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