Vincent Oldre (CRD# 6316933) is an Investment Advisor Representative working at Cfg Retirement in Edina, MN and has 1 year of experience in the finance industry. Vincent Oldre has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crg Team, Inc. | Eden Prairie, MN | Feb 2024 - Current | < 1 |
| National Retirement Academy | Edina, MN | Jan 2023 - Current | 1 |
| Assured Retirement Financial Group, Inc. Dba Cfg Retirement | Edina, MN | May 2015 - Current | 8 |
| Cfg Retirement | Edina, MN | Dec 2014 - Current | 9 |
| Mastermind Advisor Marketing, Inc. Dba Advisor Fuel, LLC | Edina, MN | Feb 2021 - Dec 2023 | 2 |
| Secured Retirement Advisors, LLC | St. Louis Park, MN | Mar 2014 - Mar 2015 | 1 |
- MN
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Total Assets Under Management123MILLIONS
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Total Number of Accounts267ACCOUNTS
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Average Account Value$462,255
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MN
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