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 14 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
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.