Douglas Allen Oosterhart

Employer firm

Lifepoint Planning CRD 296911

$168M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2013 → 04/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 12/2013 → 04/2018
  Northwestern Mutual Investment Services, Llc
  East Lansing, MI
• 03/2016 → 04/2018
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 04/2018 → Present
  Lifepoint Planning, Pllc
  Lansing, MI

Previous Registrations

• 2014-04-08 → 2018-04-19
  Northwestern Mutual Investment Services, Llc
  East Lansing, MI

Other Businesses

Douglas Oosterhart is also a licensed insurance professional. Implementations of insurance recommendations are separate and apart from Mr. Oosterhart's role with LifePoint Planning. As an insurance professional, Mr. Oosterhart will receive customary commissions and other related revenues from the various insurance companies whose products are sold. Mr. Oosterhart is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain products of the insurance companies. Clients are under no obligation to implement any recommendations made by Mr. Oosterhart or the Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-29

Designations

• Certified Financial Planner

Other Names

• Doug Oosterhart