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Chadwick J Oldenburg

Denarius Wealth Management

Appleton, WI

CRD 5999601

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Employer firm

Denarius Wealth Management CRD 168989

$3.80M regulatory AUM 5 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Denarius Wealth Management

3701 E Evergreen Dr Ste 225, Appleton, WI 54913 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2013-08-30
  • WI RA
    APPROVED
    Since 2013-08-30

Branch Locations

3701 E Evergreen Dr Ste 225, Appleton, WI 54913 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Denarius Wealth Management Appleton WI 08/2013 Present
Previous Registrations
  • 2012-03-07 → 2013-12-31
    Oldenburg Financial
    Wauwatosa, WI
Other Businesses

AEROSPACE AND BUSINESS CONSULTANT FOR ODYSSEY AIRCRAFT PROVIDING BUSINESS CONSULTING WHICH IS NON-INVESTMENT AND NON-SECURITIES RELATED. ODYSSEY PROPERTIES LLC, WHICH LEASES RESIDENTIAL PROPERTY. THIS BUSINESS IN NON-INVESTMENT AND NON-SECURITIES RELATED. ODYSSEY CHARTERS LLC, WHICH LEASES PERSONAL PROPERTY. THIS BUSINESS IN NON-INVESTMENT AND NON-SECURITIES RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-24
  • S66 Uniform Combined State Law Examination
    2012-02-24
Designations
  • Certified Financial Planner
Other Names
  • Chadwick James Oldenburg

View on SEC IAPD

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