| Date | Description |
|---|
| 2024-06-06 |
delete address 5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416 |
| 2024-04-09 |
insert address 5500 Wayzata Boulevard
Suite #290
Minneapolis, MN 55416 |
| 2024-03-09 |
delete person Betsy England |
| 2024-03-09 |
update person_description Alex Duty => Alex Duty |
| 2024-03-09 |
update person_description Sharon Bloodworth => Sharon Bloodworth |
| 2024-03-09 |
update website_status InternalTimeout => OK |
| 2023-09-07 |
update website_status OK => InternalTimeout |
| 2022-11-09 |
insert management_pages_linkeddomain sarasotaballet.org |
| 2022-11-09 |
insert management_pages_linkeddomain sarasotachamber.com |
| 2022-11-09 |
update person_description Micki Kastel => Micki Kastel |
| 2022-11-09 |
update person_title Cyndi Castle: Member of the Operations Team; Vice President of Family Office Services, Certified Senior Advisor® => Member of the Operations Team; Vice President of Family Office Services, Certified Senior Advisor ( CSA ) ® |
| 2022-11-09 |
update person_title Micki Kastel: Member of the Operations Team; Member of the Sarasota Chamber of Commerce; Director of Operations => Member of the Operations Team; Director of Operations, Certified Senior Advisor ( CSA ) ®; Director of Operations; Director of Operations, Certified Senior Advisor |
| 2022-10-08 |
update person_description Betsy England => Betsy England |
| 2022-10-08 |
update person_title Betsy England: Wealth Manager => Wealth Manager, CFP |
| 2022-04-09 |
delete client_pages_linkeddomain sungard.com |
| 2022-04-09 |
insert client_pages_linkeddomain fisglobal.com |
| 2022-03-09 |
delete address IDS Center
80 South 8th Street, Suite 1725
Minneapolis, MN 55402 |
| 2022-03-09 |
insert address 5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416 |
| 2022-03-09 |
insert client_pages_linkeddomain oncehub.com |
| 2022-03-09 |
insert management_pages_linkeddomain oncehub.com |
| 2022-03-09 |
update person_description Meryl Roberts => Meryl Roberts |
| 2022-03-09 |
update person_title Meryl Roberts: Member of the Operations Team; Financial Administrator => Member of the Operations Team; Senior Financial Administrator |
| 2022-03-09 |
update primary_contact IDS Center
80 South 8th Street, Suite 1725
Minneapolis, MN 55402 => 5500 Wayzata Boulevard
Suite 1035
Minneapolis, MN 55416 |
| 2021-07-15 |
delete email al..@whiteoakswealth.com |
| 2021-04-18 |
delete about_pages_linkeddomain facebook.com |
| 2021-04-18 |
delete address IDS Center
80 South Eighth Street, Suite 1725
Minneapolis, MN 55402 |
| 2021-04-18 |
delete alias White Oaks Investment Management, Inc. |
| 2021-04-18 |
delete contact_pages_linkeddomain facebook.com |
| 2021-04-18 |
delete index_pages_linkeddomain facebook.com |
| 2021-04-18 |
delete management_pages_linkeddomain facebook.com |
| 2021-04-18 |
insert address IDS Center
80 South 8th Street, Suite 1725
Minneapolis, MN 55402 |
| 2021-04-18 |
insert email al..@whiteoaksinv.com |
| 2021-04-18 |
insert email al..@whiteoakswealth.com |
| 2021-04-18 |
insert email be..@whiteoakswealth.com |
| 2021-04-18 |
insert email cy..@whiteoakswealth.com |
| 2021-04-18 |
insert email la..@whiteoakswealth.com |
| 2021-04-18 |
insert email me..@whiteoakswealth.com |
| 2021-04-18 |
insert email mi..@whiteoakswealth.com |
| 2021-04-18 |
insert email sh..@whiteoakswealth.com |
| 2021-04-18 |
insert person Bob Klosterman |
| 2021-04-18 |
update person_description Alex Duty => Alex Duty |
| 2021-04-18 |
update person_description Cyndi Castle => Cyndi Castle |
| 2021-04-18 |
update person_description Laura Bereiter => Laura Bereiter |
| 2021-04-18 |
update person_description Meryl Roberts => Meryl Roberts |
| 2021-04-18 |
update person_description Micki Kastel => Micki Kastel |
| 2021-04-18 |
update person_description Sharon Bloodworth => Sharon Bloodworth |
| 2021-04-18 |
update primary_contact IDS Center
80 South Eighth Street, Suite 1725
Minneapolis, MN 55402 => IDS Center
80 South 8th Street, Suite 1725
Minneapolis, MN 55402 |
| 2021-01-23 |
delete coo Micki Larson |
| 2021-01-23 |
insert coo Micki Kastel |
| 2021-01-23 |
delete person Micki Larson |
| 2021-01-23 |
insert person Micki Kastel |
| 2020-05-17 |
update person_description Micki Larson => Micki Larson |
| 2020-04-17 |
update person_description Alex Duty => Alex Duty |
| 2020-02-16 |
delete address 595 Bay Isles Road, Suite 250
Longboat Key, FL 34228 |
| 2020-02-16 |
insert address 1717 2nd Street, Suite C
Sarasota FL 34236 |
| 2019-12-16 |
delete about_pages_linkeddomain plus.google.com |
| 2019-12-16 |
delete contact_pages_linkeddomain plus.google.com |
| 2019-12-16 |
delete index_pages_linkeddomain plus.google.com |
| 2019-12-16 |
delete management_pages_linkeddomain plus.google.com |
| 2019-12-16 |
delete service_pages_linkeddomain plus.google.com |
| 2019-11-15 |
update person_description Laura Bereiter => Laura Bereiter |
| 2019-11-15 |
update person_title Laura Bereiter: Member of the Advisory Team; Director of Tax & Financial Planning, CPA, CFP® => Member of the Advisory Team; Director of Tax & Financial Planning, CPA, PFS™, CFP® |
| 2019-09-16 |
delete person Kristin Baker |
| 2019-09-16 |
delete source_ip 70.40.217.21 |
| 2019-09-16 |
insert source_ip 34.74.166.108 |
| 2019-09-16 |
update person_title Laura Bereiter: Member of the Advisory Team; Director of Tax & Financial Planning, CFP® => Member of the Advisory Team; Director of Tax & Financial Planning, CPA, CFP® |
| 2019-08-16 |
delete founder Bob Klosterman |
| 2019-08-16 |
delete person Bob Klosterman |
| 2019-08-16 |
update person_description Cyndi Castle => Cyndi Castle |
| 2019-06-16 |
update person_title Bob Klosterman: Member of the Advisory Team; Founder & Advisor, CFP®, CFWA; Founder; Consulting Founder and Advisor to; Member of the Investment Committee => Founder |
| 2019-06-16 |
update person_title Laura Bereiter: Financial Advisor & Sr. Tax Associate, CFP®; Member of the Advisory Team => Member of the Advisory Team; Director of Tax & Financial Planning, CFP® |
| 2019-05-16 |
delete person Laura Nickolay |
| 2019-05-16 |
insert person Laura Bereiter |
| 2019-04-14 |
update person_description Laura Nickolay => Laura Nickolay |
| 2019-02-01 |
update person_title Cyndi Castle: Member of the Operations Team; Vice President Family Office Services => Member of the Operations Team; VP of Family Office Services & Certified Senior Advisor® |
| 2018-09-02 |
insert person Kristin Baker |
| 2018-04-09 |
update person_title Alex Duty: Investment Analyst, CFA®, CIPM; Member of the Investment Committee => Member of the Investment Committee; Portfolio Manager, CFA®, CIPM |
| 2017-12-14 |
delete ceo Robert Klosterman |
| 2017-12-14 |
delete president Sharon Bloodworth |
| 2017-12-14 |
insert ceo Sharon Bloodworth |
| 2017-12-14 |
delete about_pages_linkeddomain whiteoaksinv.com |
| 2017-12-14 |
delete address 1990 Main Street, Suite 750
Sarasota, FL 34236 |
| 2017-12-14 |
delete management_pages_linkeddomain bankrate.com |
| 2017-12-14 |
delete management_pages_linkeddomain cnbc.com |
| 2017-12-14 |
delete management_pages_linkeddomain huffingtonpost.com |
| 2017-12-14 |
delete management_pages_linkeddomain kiplinger.com |
| 2017-12-14 |
delete management_pages_linkeddomain latimes.com |
| 2017-12-14 |
delete management_pages_linkeddomain paladinregistry.com |
| 2017-12-14 |
delete management_pages_linkeddomain vistage.com |
| 2017-12-14 |
delete management_pages_linkeddomain wsj.com |
| 2017-12-14 |
delete phone (800) 596-3579 |
| 2017-12-14 |
delete service_pages_linkeddomain whiteoaksinv.com |
| 2017-12-14 |
update person_description Alex Duty => Alex Duty |
| 2017-12-14 |
update person_description Laura Nickolay => Laura Nickolay |
| 2017-12-14 |
update person_description Micki Larson => Micki Larson |
| 2017-12-14 |
update person_title Robert Klosterman: Member of the Advisory Team; CEO; CEO & Chief Investment Officer, CFP®, CFWA; Founder; Member of the Investment Committee => Member of the Advisory Team; Founder & Advisor, CFP®, CFWA; Founder; Member of the Investment Committee |
| 2017-12-14 |
update person_title Sharon Bloodworth: Immediate past President; Member of the Advisory Team; Partner & President, CFP®; President; Member of the Investment Committee => Immediate past President; Member of the Advisory Team; CEO, CFP®; CEO; Member of the Investment Committee |
| 2017-06-14 |
update person_title Alex Duty: Investment Analyst, CFA®; Member of the Investment Committee => Investment Analyst, CFA®, CIPM; Member of the Investment Committee; Investment Analyst, CFA®, CIPM® |
| 2017-03-09 |
delete source_ip 69.195.124.119 |
| 2017-03-09 |
insert source_ip 70.40.217.21 |
| 2017-03-09 |
update person_description Micki Larson => Micki Larson |
| 2016-11-17 |
delete address IDS Center
80 South Eighth Street, Suite 1725
Minneapolis, MN 55402-2123 |
| 2016-11-17 |
delete contact_pages_linkeddomain whiteoaksinv.com |
| 2016-11-17 |
delete index_pages_linkeddomain investorsapocalypse.com |
| 2016-11-17 |
delete index_pages_linkeddomain whiteoaksinv.com |
| 2016-11-17 |
insert address 1990 Main Street, Suite 750
Sarasota, FL 34236 |
| 2016-11-17 |
insert alias White Oaks Investment Management, Inc. |
| 2016-06-23 |
update person_title Laura Nickolay: Financial Advisor & Sr. Tax Associate => Financial Advisor & Sr. Tax Associate, CFP® |
| 2016-04-01 |
delete person Rory Corrigan |
| 2015-10-31 |
delete person Nick Chimerakis Nick Chimerakis |
| 2015-10-31 |
insert about_pages_linkeddomain whiteoaksinv.com |
| 2015-10-31 |
insert contact_pages_linkeddomain whiteoaksinv.com |
| 2015-10-31 |
insert index_pages_linkeddomain whiteoaksinv.com |
| 2015-10-31 |
insert management_pages_linkeddomain whiteoaksinv.com |
| 2015-10-31 |
insert person Laura Nickolay |
| 2015-10-31 |
insert service_pages_linkeddomain whiteoaksinv.com |
| 2015-10-31 |
insert terms_pages_linkeddomain whiteoaksinv.com |
| 2015-08-28 |
update person_title Rory Corrigan: Associate Financial Planner => Financial Advisor |
| 2015-02-26 |
delete index_pages_linkeddomain cnbc.com |
| 2015-02-26 |
insert index_pages_linkeddomain investorsapocalypse.com |
| 2015-02-26 |
insert management_pages_linkeddomain investorsapocalypse.com |
| 2014-11-25 |
delete address 595 Bay Isles Road, Ste 250
Longboat Key, FL 34228 |
| 2014-11-25 |
update person_title Nick Chimerakis Nick Chimerakis: Planning & Tax Advisor, CPA, CFP => Nick Chimerakis, Senior Planning & Tax Advisor, CPA, CGMA, CFP |
| 2014-10-12 |
update person_description Micki Larson => Micki Larson |
| 2014-08-29 |
delete person Nick Best |
| 2014-08-29 |
insert about_pages_linkeddomain cnbc.com |
| 2014-08-29 |
insert index_pages_linkeddomain cnbc.com |
| 2014-06-30 |
delete address 1990 Main Street, Suite 750
Sarasota, FL 34236 |
| 2014-06-30 |
delete phone (941) 309-5239 |
| 2014-06-30 |
insert address 595 Bay Isles Road, Ste 250
Longboat Key, FL 34228 |
| 2014-06-30 |
insert address 595 Bay Isles Road, Suite 250
Longboat Key, FL 34228 |
| 2014-06-30 |
insert phone (941) 361-9000 |
| 2014-05-14 |
delete person Jill Harvey |
| 2014-05-14 |
update person_description Nick Chimerakis Sr. => Nick Chimerakis Sr. |
| 2014-05-14 |
update person_title Robert Klosterman: CEO & Chief Investment Officer, CFP®, CFWA => Founder, CFP®, CFWA |
| 2013-12-26 |
delete address 2295 Gulf of Mexico Dr, Unit 76S
Longboat Key, FL 34228 |
| 2013-12-26 |
delete address 80 S. 8th Street, Suite 1725, Minneapolis, MN 55402 |
| 2013-12-26 |
delete phone (941) 462-4144 |
| 2013-12-26 |
insert address 1990 Main Street, Suite 750
Sarasota, FL 34236 |
| 2013-12-26 |
insert phone (941) 309-5239 |
| 2013-12-26 |
update person_description Cyndi Castle => Cyndi Castle |
| 2013-12-26 |
update person_description Jill Harvey => Jill Harvey |
| 2013-12-26 |
update person_description Meryl Roberts => Meryl Roberts |
| 2013-09-02 |
insert person Rory Corrigan |