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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Oldham is a financial advisor with over 20 years of experience in the industry. Brenda is a registered representative and investment advisor representative with Iams Wealth Management, LLC. She is also the owner of RAM Insurance & Financial Services. Brenda provides financial planning, portfolio management and insurance services to individuals, families, and businesses. She is committed to helping her clients reach their financial goals. Brenda has a passion for helping people achieve financial literacy and independence. Brenda has been recognized as a leader in the financial services industry and is a certified financial educator. Brenda is a member of the National Financial Educator Council.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees from other advisers; percentage of plan assets
1
2
MI
06/06/2022 - Present
Iams Wealth Management, LLC (Highland MI)
MI
11/21/2016 - 01/31/2019
ELE WEALTH ADVISORS, INC. (Highland MI)
MI
02/19/2015 - 07/27/2016
MML INVESTORS SERVICES, LLC (HIGHLAND MI)
MI
06/19/2012 - 01/28/2015
PRUCO SECURITIES, LLC. (HIGHLAND MI)
MI
02/25/2010 - 06/18/2012
INVESTACORP, INC. (HIGHLAND MI)
MI
09/24/2004 - 03/12/2010
LPL FINANCIAL CORPORATION (BLOOMFIELD HILLS MI)
MN
07/26/2004 - 09/24/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
10/09/2003 - 06/21/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NE
06/16/2000 - 03/05/2001
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 07/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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