White Oaks Wealth Advisors, Inc.

Mpls, MN

Minnesota

Registered In

12/01/1995

Incorp. Date

Company Summary

White Oaks Wealth Advisors, Inc. at 80 S 8th ST # 1725, Mpls, Mn 55402 lists Robert J Klosterman of Mpls, MN as the associate.

Registered In

Minnesota

Incorporation Date

12/01/1995

Company Type

Business Corporation (Domestic)

Status

Inactive

Registration Type

Domestic

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Robert J Klosterman Registered Agent	80 S 8TH ST # 1725, MPLS, MN 55402
Robert J Klosterman CEO	80 S 8TH ST # 1725, MPLS, MN 55402

80 S 8TH ST # 1725, MPLS, MN 55402 View Map

Form 5500

5500 Wayzata Boulevard Suite 1035, Minneapolis, Mn 55416 (612) 455-6900 EIN:41-1825080 Plan Admin:Sharon Bloodworth

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$2,766,879 / $2,889,189	2022	WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002	9 / 9	$2,766,879 / $2,889,189
2021	Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$2,210,490 / $2,766,879	2021	WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002	8 / 8	$2,210,490 / $2,766,879
2020	Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY8 / 8 Assets BOY/EOY$1,899,543 / $2,210,490	2020	WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002	8 / 8	$1,899,543 / $2,210,490
2019	Plan NameWHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN Plan #002 Participants BOY/EOY9 / 8 Assets BOY/EOY$2,909,746 / $1,899,543	2019	WHITE OAKS WEALTH ADVISORS, INC. 401(K) PS PLAN - Plan #002	9 / 8	$2,909,746 / $1,899,543

Benefit & Retirement Plans based on Form 5500.

Address Match:80 S 8th St # 1725 Mpls, MN

3216 Elliot LLC Registered in Minnesota	Mpls, MN		View Report
White Oaks Wealth Management Registered in Minnesota	Mpls, MN		View Report

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• Office of the Minnesota Secretary of State • U.S. Department of Labor