Mark Oldenburg is a registered investment advisor at Spc, based in Belmont, MI, with 35 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
6195 Belmont Ave Ne, Belmont, MI, 49306
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Mark owns 100% of the stock and is president of The Oldenburg Company, Inc. He also owns 100% of Oldenburg Holdings LLC, which owns an office building; the holding company's sole purpose is to own the building.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Alex Blick, CFPHenrickson Nauta Wealth Advisors, INC.
- Jeffery Nauta, CFA, CFPHenrickson Nauta Wealth Advisors, INC.
- Anna-Maria Astor, CFPHenrickson Nauta Wealth Advisors, INC.
- Brian Stearns, CFP, ChFCRaymond James Financial Services Advisors, INC
- Mark Henley, CFPHenrickson Nauta Wealth Advisors, INC.
- David Cobb, ChFCUSA Financial Securities LLC