Brenda Marie Oldham

Employer firm

Ram Legacy Wealth Management CRD 343608

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2019 → Present
  Calton & Associates, Inc.
  Highland, MI
• 01/2019 → Present
  Iams Wealth Management, Llc
  Omaha, NE
• 11/2000 → Present
  Ram Insurance & Financial Services
  Highland, MI
• 11/2024 → Present
  Ram Educational Business Solutions
  Highland, MI
• 07/2026 → Present
  Ram Legacy Wealth Management
  Highland, MI

Previous Registrations

• 2019-02-05 → 2026-08-31
  Iams Wealth Management, Llc
  Highland, MI
  Omaha, NE
• 2017-03-24 → 2019-01-31
  Ele Advisory Services, Inc
  Southfield, MI
• 2015-03-13 → 2016-07-27
  Mml Investors Services, Llc
  Highland, MI
  Southfield, MI
  Highland, MI
• 2012-07-30 → 2015-01-28
  Pruco Securities, Llc.
  Highland, MI
  Highland, MI
  Troy, MI

Other Businesses

1) Registered Representative. Investment related. Address: 141 N Milford Suite 101, Highland MI 48357. Nature of Business: Provides trading and investment product services under the direction Calton & Associates. Position/Title/Relationship: Registered Representative under Calton & Associates. Start Date: 01/01/2019. Hours per month: 60. Hours per month during Securities trading hours: 40. 2) Name of Business: RAM Insurance Agency, DBA RAM Insurance & Financial Services. Non-Investment related. Address: 141 N Milford Suite 101, Highland MI 48357. Nature of Business: Auto, homeowners, commercial, property and casualty, health insurance, workers comp, liability insurance, long term care insurance, and annuities. Position/Title/Relationship: CEO/Owner. Start Date: 10/01/2001. Hours per month: 30. Hours per month during Securities trading hours: 15. Duties/Responsibilities: I am a licensed insurance agent to sell auto, home, life, health insurance and commercial insurance. Manage Insurance Agents at Agency. 3) RAM Educational Business Solutions; Owner/Business Coach; Non-Investment Related; Highland, MI; Conducts workshops for small businesses and provides educational seminars/training financial literacy courses designed to educate and help attendees understand and address a variety of financial topics and concerns; 10/1/2024; 10 hours per month; 5 of which during securities trading hours. 4) Outsourced Estate Planning Software Services Through Legacy Lock; 05/2024; Non-Investment Related; Highland, MI; 5 hours per month, 2 of which are during securities trading hours. 5) Author. Non-Investment related. Address: Highland, MI. Nature of Business: Author of novel on financial literacy - Grandma (Nana) Piggy Bank Money - Saving Tips. Position/Title/Relationship: Author. Start Date: 06/2024. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Author Financial Literacy Novel for Sale to the General Public. 6) National Financial Educator Council; Certified Financial Educator; Investment Related; Highland, MI; Educator Financial Wellness, teach positive changes in participant financial behavior; 7/1/2024; 10 hours per month; 5 of which are during trading hours. 7) Oakland Thrive Financial Literacy. Non-Investment related. Address: Highland, MI. Nature of Business: Charitable Organization. Position/Title/Relationship: Educator. Start Date: 10/2020. Hours per month: 10. Hours per month during Securities trading hours: 2. Duties/Responsibilities: Provide educational seminars designed to educate and help attendees understand and address a variety of financial topics and concerns. 8) RAM Legacy Wealth Management. Investment related. Address: 141 N Milford Suite 101, Highland MI 48357. Nature of Business: Provide investment advisory services. Position/Title/Relationship: Investment Advisor Representative for RAM Legacy Wealth Management. Start Date: 08/2026. Hours per month: 120. Hours per month during Securities trading hours: 120. Duties/Responsibilities: Offer Investment Advisory.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-07-18
• S63 Uniform Securities Agent State Law Examination
  2003-10-17

Other Names

• Brenda Stokes Meilbeck
• Brenda Stokes Meilbeck
• Brenda Marie Meilbeck
• Brenda Marie Gause