Geoffrey Michael Boldt
Investment Adviser Representative at Oregon Pacific Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Geoffrey Michael Boldt is an investment adviser representative with Oregon Pacific Wealth Management in Medford, OR, where they have been registered since 2024, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Self-EmployedJan 2014 – Jan 2020Medford, OR
- Boldt Appraisal Services, LLCJan 2020 – Nov 2020Medford, OR
- UnemployedNov 2020 – Jun 2021Medford, OR
- U.S. BankJun 2021 – Sep 2022Medford, OR
- Futurity First Insurance GroupSep 2022 – Jan 2024Medford, OR
- Oregon Pacific Wealth ManagementFeb 2024 – no end date reportedMedford, OR
- Oregon Pacific Wealth Management, LLCFeb 2024 – no end date reportedMedford, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Oregon Pacific Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $100,000 (waivable)
- $0 to $249,999.991.30%
- $250,000 to $499,999.991.20%
- $500,000 to $999,999.991.10%
- $1 Million to $1,999,999.991.00%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial advisory, financial planning, insurance services, and asset management
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Medford, OR
- SEC file number:
- 801-122222
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at Oregon Pacific Wealth Management
3 other advisors in the directory
Similar advisors in Medford, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Geoffrey Michael Boldt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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