John OldhamCRD Number: 4621277
Current Firm: Center Street Advisors, Inc.
John Oldham (CRD# 4621277) is an Investment Advisor Representative working at Center Street Advisors, Inc. in Wautoma, WI and has over 13 years of experience in the finance industry.
Cetera Investment Advisers LLC
Raymond James Financial Services Advisors, Inc.
|Center Street Securities||Nashville, TN||Sep 2015 - Current||1|
|Center Street Advisors||Nashville, TN||Sep 2015 - Current||1|
|Retirement Income Designs Inc.||Gold Canyon, AZ||Oct 2013 - Current||3|
|Npb Financial Group, LLC||Burbank, CA||May 2014 - Sep 2015||1|
|Independent Financai Group||Gold Canyon, AZ||Dec 2013 - May 2014||< 1|
|Kalos Capital, Inc.||Alpharetta, GA||Jan 2012 - Dec 2013||1|
|Oldham Financial Network||Wautoma, WI||Apr 2007 - Dec 2013||6|
|Global Financial Private Capital, LLC||Sarasota, FL||Jun 2010 - Jan 2012||1|
|Gf Investment Services, LLC||Sarasota, FL||Jun 2010 - Jun 2011||1|
|Metropolitan Life Ins Co||Wautoma, WI||Nov 2008 - Jun 2010||1|
|Metlife Securities, Inc.||Wautoma, WI||Nov 2008 - Jun 2010||1|
|New York Life Insurance Company||Wautoma, WI||Jan 2006 - Nov 2008||2|
|Nylife Securities, Inc.||Wautoma, WI||Jan 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S66||NASAA Uniform Combined State Law Examination||Nov 2005|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
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- Portfolio management for individuals and/or small businesses
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- Educational seminars/workshops
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