Denarius Wealth Management, an independent, fee-only Registered Investment Advisor (RIA), offers objective wealth management, personal financial planning, retirement plan services and investment advisory services.
We provide unbiased, personalized advice through our financial planning, investment management and advisory services. Unlike a broker or registered representative, we do not get compensation and commissions by selling annuities, stocks or mutual funds to you. We work for you. As a small, privately held firm, we work to help individuals, families, trusts, foundations, and businesses build and manage more predictable, consistent and profitable portfolios over time.
|Firm Start Year:||2013|
|States Licensed in:||WI|
|Work Experience:||Chadwick founded Denarius Wealth Management LLC in 2013. Prior to starting Denarius Wealth Management, Chadwick was a co-owner and Portfolio Manager at an RIA in Wauwatosa, Wisconsin which provided investment advisory services and insurance solutions to individuals, businesses, and non-profit corporations.|
|I work with the following types of clients:||Non-Profit Organizations , Businesses , Individual Investors|
|Investment Types:||Managed Accounts , Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Insurance , Bonds , Commodities , Stocks , Annuities , Options & Futures , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At my office , At your home , At your office , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Variable Annuity , Life , Health , Annuity , Long Term Care , Variable Life|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Flat Fee , Hourly , Based on Assets|
|B.S.A.A.E. - Aeronautical and Astronautical Engineering||
|M.B.A. - International Finance; Management Consulting||
Southern Methodist University
Chadwick Oldenburg, CFP®, MBA
Denarius Wealth Management LLC
Chadwick is the founder of Denarius Wealth Management LLC. Our mission is to build long term relationships with our clients by helping them secure their financial future and manage their success. We see ourselves as personal CFOs; providing our clients with guidance, support and service to manage their financial affairs, while they concentrate on strategy and enjoy the fruits of their hard work.
Prior to starting Denarius Wealth Management, Chadwick was a co-owner and Portfolio Manager at an RIA in Wauwatosa, Wisconsin which provided investment advisory services and insurance solutions to individuals, businesses, and non-profit corporations.
Education & Experience
Chadwick is a CERTIFIED FINANCIAL PLANNER" Practitioner. He graduated from Southern Methodist University (SMU) earning a Master of Business Administration with concentrations in both International Finance and Management Consulting and Strategy. While at SMU, Chadwick studied European Business and Financial Markets at WHU - Otto Beisheim School of Management in Vallendar, Germany. As an undergraduate at Purdue University, he graduated early (3½ years) with a Bachelor of Science in Aeronautical and Astronautical Engineering.
Chadwick possesses a solid understanding of foreign protocols and cultural diversities. He has travelled extensively throughout the world including over 30 countries and 5 continents.
Family & Activities
Chadwick and his wife, Angela, live with their four children in Appleton, Wisconsin. In his spare time, he enjoys attending his children's activities, volunteering for various organizations, designing his homebuilt airplane, renovating his house, flying, sailing, scuba diving, travelling and reading.
|Butte Des Morts||Chilton|
|De Pere||Forest Junction|