Chadwick Oldenburg, CFP®, MBA
CRD Number: 5999601Current 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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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 |
- WI
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Total Assets Under Management4MILLIONS
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Total Number of Accounts62ACCOUNTS
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Average Account Value$67,742
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
WI
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