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1821 Walden Office Square Suite 400, Schaumburg, IL 60173 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| LA | RA | APPROVED | 2022-05-02 |
| IL | RA | APPROVED | 2020-08-12 |
| TX | RA | APPROVED_RES | 2018-07-06 |
| MI | RA | APPROVED | 2018-05-07 |
Branch Locations
1821 Walden Office Square Suite 400, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2013 | 04/2018 |
| Northwestern Mutual Investment Services, Llc | East Lansing | MI | 12/2013 | 04/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2016 | 04/2018 |
| Lifepoint Planning, Pllc | Lansing | MI | 04/2018 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-29 |
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