Geoffrey Boldt has been an investment adviser representative at Oregon Pacific Wealth Management since February 2024, and is not listed among the firm’s executive officers or direct owners. Geoffrey Boldt holds a Degree in Managerial Economics from Oregon State University.
Oregon Pacific Wealth Management, LLC is a Medford, OR firm with $156M under management, 272 clients and 4 advisers across 3 offices, as of its September 2026 filing.
Geoff Boldt is Wealth Advisor of Oregon Pacific Wealth Management, based in Medford, Oregon. He joined the firm's wealth management team in February of 2024 and is pursuing a master's degree in Family Financial Planning through Iowa State University.
- – present · 2 yearsMedford, OR · Adviser representative · Firm CRD 283958
Professional designations
Listed by Oregon Pacific Wealth Management
- Certified Plan Fiduciary Advisor (CPFA®)
Investment adviser representative registrations
Geoffrey Boldt is registered as an investment adviser representative in Oregon, since February 2024.
- OregonSince 9 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Geoffrey Michael Boldt
- CRD
- 7869269
- Firm
- Oregon Pacific Wealth Management · CRD 283958
- Office
- 3250 HILLCREST PARK DRIVE, SUITE 102, Medford, OR 97504
- Registration
- Investment adviser registration
- In the industry since
- February 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oregonpacificwealth.com
Where does Geoffrey Boldt work?
Geoffrey Boldt is an investment adviser representative registered through Oregon Pacific Wealth Management, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Geoffrey Boldt a financial advisor?
Yes. Geoffrey Boldt has a current investment-adviser registration in Oregon, through Oregon Pacific Wealth Management since February 2024.
How many years of experience does Geoffrey Boldt have?
Geoffrey Boldt has 2 years in the financial industry, since February 2024, across 1 adviser firm.
What exams has Geoffrey Boldt passed?
Geoffrey Boldt passed the Series 65 in January 2024.
Where is Geoffrey Boldt based?
Geoffrey Boldt’s registered office is in Medford, OR.
Is Geoffrey Boldt registered with FINRA?
No. Geoffrey Boldt has no current broker registration.
How can I verify Geoffrey Boldt’s record?
Search CRD 7869269 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Geoffrey Boldt’s full registration record.