Nicholas Oldham (CRD# 5379115) is an Investment Advisor Representative working at Mainstreet Ria LLC in O'fallon, MO and has over 16 years of experience in the finance industry. Nicholas Oldham 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# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mainstreet Ria LLC | O'fallon, MO | Mar 2021 - Current | 3 |
Sole Proprietor | O'fallon, MO | Jan 2018 - Oct 2023 | 5 |
Brayton Klaus | Chesterfield, MO | Jan 2021 - Feb 2021 | < 1 |
Scott Niekamp | Chesterfield, MO | Feb 2018 - Feb 2021 | 3 |
Northwestern Mutual Investment Services LLC | Chesterfield, MO | Feb 2018 - Feb 2021 | 3 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Feb 2018 - Feb 2021 | 3 |
Robert Half Accountemps | Saint Louis, MO | Jan 2017 - Jan 2018 | 1 |
Valic Financial Advisors | Saint Louis, MO | Apr 2012 - Jan 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2008 |
- MO
- TX
-
Total Assets Under Management341MILLIONS
-
Total Number of Accounts134ACCOUNTS
-
Average Account Value$2,544,560
- 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
IL, MO, TX
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