Michelle Oldham (CRD# 6573252) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in West Bend, WI and has over 8 years of experience in the finance industry.
CRD# 4497282
Stifel, Nicolaus & Company, Incorporated
CRD# 2152775
Thrivent Investment Management Inc.
CRD# 6158251
Independent Advisor Alliance, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baird | West Bend, WI | Aug 2022 - Current | 1 |
| Securities America Advisors | Fond Du Lac, WI | Jun 2020 - Jul 2022 | 2 |
| Securities America, Inc. | Fond Du Lac, WI | Jan 2020 - Jul 2022 | 2 |
| E.h. Wolf & Sons | Slinger, WI | Oct 2019 - Dec 2019 | < 1 |
| Vizance | Hartland, WI | Jun 2019 - Aug 2019 | < 1 |
| The Prudential Insurance Company Of America | Wauwatosa, WI | Jan 2019 - May 2019 | < 1 |
| Pruco Securities, LLC | Wauwatosa, WI | Jan 2019 - May 2019 | < 1 |
| Thrivent Financial | Appleton, WI | Dec 2016 - Jan 2019 | 2 |
| Thrivent Investment Management Inc. | West Bend, WI | Oct 2016 - Jan 2019 | 2 |
| Thrivent Financial | Appleton, WI | Oct 2016 - Dec 2016 | < 1 |
| Gwfs Equities, Inc. | Glendale, WI | Oct 2015 - Sep 2016 | < 1 |
| Guardian Life Insurance | Appleton, WI | Sep 2010 - Oct 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2015 |
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
- WI
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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
- Other
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