Joseph Oldham, financial advisor Gardner KS

Joseph Oldham

CRD Number: 4421936
Current Firm: State Farm Investment Management Corp.

Joseph Oldham (CRD# 4421936) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Gardner, KS and has over 22 years of experience in the finance industry.

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Creative Planning
Professional Designations
Company Name Location Dates Years
State Farm Investment Management Corp Gardner, KS Jul 2023 - Current < 1
Joseph Oldham Insurance Agency Gardner, KS Jan 2009 - Current 15
State Farm Vp Mangement Corp Gardner, KS Jan 2009 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
Contact Info for Joseph D. Oldham
Phone Number: 800-447-0740
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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