Oldenburg Investment Professionals

Oldenburg Investment Professionals (CRD# 168943) is a financial advisory firm headquartered in Milwaukee, WI. They manage $7,250,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Oldenburg Investment Professionals
Showing 1 - 1 of 1 top financial advisors.
Danae S. Oldenburg
CRD#: 5718412
1429 N Prospect Ave, Suite 100, Milwaukee, WI 53202

Danae Oldenburg (CRD# 5718412) is an Investment Advisor Representative working at Oldenburg Investment Professionals in Milwaukee, WI and has over 8 years of experience in the finance industry.

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