Joseph Dwayne Olheiser

Cl Wealth Management LLC

14 Years of Experience

5 DisclosuresBroker

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

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History

Regulatory History (5)

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.

Regulatory

November 2020

Final

Financial

November 2020

Pending

Employment Separation After Allegations

May 2019

Criminal

September 1995

Final Disposition

Criminal

November 1993

Final Disposition

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Other Business Activities

Joseph is the President/Financial Advisor at Golden Hills Financial Group LLC, where he markets and advises potential investors on 1031 exchanges into DST investments. This takes about 10-20% of Joseph's time.