DO
DO

David James Oldenburg

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
5,102 clients
Average Client Portfolio
$77K average
Assets Under Management
$394.7M

Fee Structure

Minimum Investment:None
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Location

976 E. Johnson Street, #1000, Fond Du Lac, WI, 54935

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

David is the President and an insurance agent at Oldenburg Financial since 2007, offering insurance products and services, dedicating full-time hours to the business. He also works as a sports official as an independent contractor, spending minimal time on this activity.

Employment History
Current Registrations
Sequent Planning, LLC
April 2019 - Present · 6 yrs 10 mos
Previous Registrations
Horter Investment Management, LLC
October 2013 - March 2019 · 5 yrs 5 mos
Pillar Wealth Management CO.
August 2011 - October 2013 · 2 yrs 2 mos
Gradient Advisors, LLC
February 2010 - August 2011 · 1 yr 6 mos
Gradient Investments, LLC
August 2009 - February 2010 · 6 mos
Ameritas Investment CORP
November 2007 - August 2009 · 1 yr 9 mos
Princor Financial Services Corporation
May 2005 - May 2005 · 0 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.