wiseradvisor

Chadwick Oldenburg, CFP®, MBA
Denarius Wealth Management LLC

Tel: (920) 941-0225
3701 E Evergreen Dr
Ste 225
Appleton, WI 54913

Live with purpose. Live as planned.

Denarius Wealth Management LLC | Financial Advisor in Appleton ,WI

About Denarius Wealth Management LLC

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.


General Information

Firm Start Year:   2013
Insurance License#:   2588637
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


Services

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


Compliance

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


Education

B.S.A.A.E. - Aeronautical and Astronautical Engineering  Purdue University
-

M.B.A. - International Finance; Management Consulting  Southern Methodist University
-



Faqs

  • What are your qualifications? What is your education background? Chadwick is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He graduated from SMU earning a MBA with concentrations in both International Finance and Management Consulting & Strategy. While at SMU, he also studied finance at WHU - Otto Beisheim School of Management in Vallendar, Germany. As an undergraduate at Purdue University, he graduated early (3½ years) in Aerospace Engineering.
  • What is your approach to financial planning? Financial planning is a comprehensive evaluation of a client's current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans. Through the financial planning process, all questions, information and analysis are considered as they impact and are impacted by the entire financial and life situation of the client.
  • How are you compensated? How will I pay for your services? Our Financial Planning fee will be determined based on the nature of the services being provided and the complexity of each client's circumstances. All fees are agreed upon prior to entering into a contract with any client. Advisory fees for individual and families include the provision of financial planning services at no additional charge.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? We manage advisory accounts on a discretionary or non-discretionary basis. Account management is guided by the client's stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors.
  • Have you ever been charged with any breaches? No, I have a clean compliance record.
see more
Chadwick Oldenburg, CFP®, MBA

Chadwick Oldenburg, CFP®, MBA

MBA, CERTIFIED FINANCIAL PLANNER™ Certificant

Chadwick Oldenburg, CFP®, MBA
Owner/Principal
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.

Communities Served

Appleton Bear Creek
Black Creek Brillion
Butte Des Morts Chilton
Collins Combined Locks
De Pere Forest Junction
Green Bay Greenleaf
Greenville Hilbert
Hortonville Kaukauna
Larsen Little Chute
Menasha Neenah
New London Nichols
Oneida Oshkosh
Potter Reedsville
Seymour Sherwood
Shiocton Stockbridge
Winnebago Winneconne
Wrightstown

Social Networks

tweeter facebook linkedin google plus