TrueAdvisor
TrueAdvisor
TO
CFP
TO
CFP

Todd Oldham

Eagle Strategies LLC
21 Years of Experience
Deerfield, IL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Todd Oldham is a CFP-designated registered investment advisor at Eagle Strategies LLC, based in Deerfield, IL, with 21 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 133,900 clients with $32B in assets under management.

Eagle Strategies LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2490 advisors
Number of Clients
133,900 clients
Average Client Portfolio
$239K average
Assets Under Management
$32.0B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)

Eagle Strategies offers investment management through several programs where fees vary depending on the specific platform and services selected:

  • Retirement Plan Consulting Program — annual fees generally range up to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • ERISA Investment Manager Program — annual fees generally range from 0.05% to 0.80% of plan assets or up to $100,000 for flat dollar amounts.
  • Co-Advisory Program — Eagle Strategies charges fees ranging from 0% to 1.25% of assets under management, which are paid in addition to the co-adviser's fees.
  • New York Life Premier Advisory Variable Annuity — advisory fees range from 0% to 1% of the policy's accumulation value per year.
View Full SEC Brochure

Location

1650 Lake Cook Road, Suite 500, Deerfield, IL, 60015-4747

Get directions

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.
Customer Dispute
June 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
April 2009 - Present · 17 yrs 7 mos
Nylife Securities LLCBroker
May 2007 - Present · 19 yrs 6 mos
Previous Registrations
Park Avenue Securities LLCBroker
July 2005 - April 2007 · 1 yr 9 mos
State Registrations17 states
CADCFLIAILINMDMIMONCNVOHORSCTXWAWI
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.
More Advisors
More financial advisors in Deerfield, IL →All financial advisors in Illinois →