Brenda Oldham (CRD# 4092970) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Highland, MI and has over 20 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4511557
Savant Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calton & Associates, Inc. | Highland, MI | Jan 2019 - Current | 5 |
| Iams Wealth Management, LLC | Omaha, NE | Jan 2019 - Current | 5 |
| Ram Insurance & Financial Services | Highland, MI | Nov 2000 - Current | 23 |
| Ele Wealth Advisors, Inc. | Southfield, MI | Nov 2016 - Jan 2019 | 2 |
| Ele Advisory Services, LLC | Southfield, MI | Oct 2016 - Jan 2019 | 2 |
| Mml Investors Services | Highland, MI | Feb 2015 - Jul 2016 | 1 |
| Mass Mutual Life Insurance Company | Highland, MI | Jan 2015 - Jul 2016 | 1 |
| Pruco Securities, LLC | Highland, MI | Jun 2012 - Jan 2015 | 2 |
| The Prudential Insurance Company Of America | Highland, MI | Jun 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management213MILLIONS
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Total Number of Accounts1,652ACCOUNTS
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Average Account Value$129,079
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