John Oldham, financial advisor Wautoma WI
68 score

John Oldham

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for John C. Oldham
Phone Number: 615-690-3580
Registered State(s):
  • AZ
  • CA
  • CO
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
68

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