Chadwick Oldenburg, CFP®, MBA, financial advisor Appleton WI

Chadwick Oldenburg, CFP®, MBA

CRD Number: 5999601
Current Firm: Denarius Wealth Management
Compensation Model: Fee Only

Chadwick is the founder of Denarius Wealth Management LLC. Our mission is to build long term relationships with our clients by helping them secure their financial future and manage their success. We see ourselves as personal CFOs; providing our clients with guidance, support and service to manage their financial affairs, while they concentrate on strategy and enjoy the fruits of their hard work.

Prior to starting Denarius Wealth Management, Chadwick was a co-owner and Portfolio Manager at an RIA in Wauwatosa, Wisconsin which provided investment advisory services and insurance solutions to individuals, businesses, and non-profit corporations.
 

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Professional Designations
Company Name Location Dates Years
Denarius Wealth Management Appleton, WI Aug 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Chadwick J. Oldenburg, CFP®, MBA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    62
    ACCOUNTS
  • Average Account Value
    $67,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

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