Michael Oldenburg, financial advisor Bellevue WA

Michael Oldenburg

CRD Number: 3013655
Current Firm: Edelman Financial Engines

Michael Oldenburg (CRD# 3013655) is an Investment Advisor Representative working at Edelman Financial Engines in Bellevue, WA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, CA Apr 2021 - Current 2
The Oshibori Company LLC Bellevue, WA Jun 2005 - Current 18
Financial Engines Advisors LLC Santa Clara, CA Mar 2020 - Apr 2021 1
Yelp, Inc. Scottsdale, AZ Jul 2019 - Mar 2020 < 1
Td Ameritrade, Inc. Seattle, WA Jul 2014 - Mar 2018 3
Td Ameritrade, Inc. San Diego, CA Oct 2007 - Jun 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Michael R. Oldenburg
Phone Number: 408-498-6000
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    241,970
    MILLIONS
  • Total Number of Accounts
    1,594,707
    ACCOUNTS
  • Average Account Value
    $151,733
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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