Joseph F Arsenault
Investment adviser representative at Great Oak Capital Partners, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$477.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Great Oak Capital Partners, LLCMar 2026 to now
- UnemployedNov 2025 to Mar 2026
- Heritage Financial Services, LLCJun 2007 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MA).
Great Oak Capital Partners, LLC
$477.9MAssets managed
591Clients
5Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5415590
- Firm CRD
- 281045