Hannah Elizabeth oaks Boundy
Investment adviser representative at Sherwood Financial Partners, LLC
11 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$293.8MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Sherwood Financial Partners, LLCJul 2019 to now
- Cedarstone Advisors, Inc.Feb 2015 to Apr 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Sherwood Financial Partners, LLC
$293.8MAssets managed
88Clients
3Advisers
4 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
- 6330580
- Firm CRD
- 301329