SO
CFA
SO
CFA
Stephanie Oldenkamp is a CFA-designated registered investment advisor at Genesis Marketing Group, based in Hinsdale, IL, with 12 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 3 clients.
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$15,000 - $20,000
Hourly Rate:$100/hr
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Location
19 North Grant St., Hinsdale, IL, 60521-3363
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Genesis Marketing Group
March 2014 - Present · 12 yrs 1 mo
State Registrations3 states
FLILTX
Advisor
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.