Todd Oldham
Todd Oldham is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 20 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Location
1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2023Other Business ActivitiesSells Insurance
Todd works as a physician, brokers non-registered insurance products through Oldham Financial Services, and brokers property and casualty products. He also works as an insurance broker through general agencies, dedicating minimal time to property and casualty sales and a few hours per week to general insurance brokering.
Employment History
Current Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Previous Registrations
Park Avenue Securities LLCBroker
State Registrations16 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.