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Brenda Oldham

Ram Legacy Wealth Management
23 Years of Experience
Highland, MI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Brenda Oldham is a registered investment advisor at Ram Legacy Wealth Management, based in Highland, MI, with 23 years of industry experience. Brenda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more.

Ram Legacy Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.70%
$1.0M - $2.0M1.55%
$2M+1.55%

Fees for assets over $2,000,000 are negotiable. Fees are billed monthly in arrears based on average daily balance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

141 N. Milford Road, Suite 101, Highland, MI, 48357

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
July 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brenda is the CEO/Owner of RAM Insurance Agency, selling various insurance products and managing insurance agents, dedicating about a quarter of her time. She is also an Investment Advisor Representative and Registered Representative, spending a significant amount of time on these investment-related activities, and involved in several charitable and educational organizations.

Employment History
Current Registrations
Ram Legacy Wealth Management
August 2026 - Present · 2 mos
Calton & Associates, INC.Broker
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Iams Wealth Management, LLC
February 2019 - August 2026 · 7 yrs 6 mos
Ele Advisory Services, LLC
March 2017 - January 2019 · 1 yr 10 mos
Ele Wealth Advisors, INC.Broker
November 2016 - January 2019 · 2 yrs 2 mos
MML Investors Services, LLC
March 2015 - July 2016 · 1 yr 4 mos
MML Investors Services, LLCBroker
February 2015 - July 2016 · 1 yr 5 mos
Prudential Financial Planning Services
July 2012 - January 2015 · 2 yrs 6 mos
Pruco Securities, LLC.Broker
June 2012 - January 2015 · 2 yrs 7 mos
Investacorp, INC.Broker
February 2010 - June 2012 · 2 yrs 4 mos
LPL Financial CorporationBroker
September 2004 - March 2010 · 5 yrs 6 mos
Usallianz Securities, INC.Broker
July 2004 - September 2004 · 2 mos
Investors Capital CORP.Broker
October 2003 - June 2004 · 8 mos
Allstate Financial Services, LLCBroker
June 2000 - March 2001 · 9 mos
State Registrations7 states
AZDCFLMITNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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