linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua James Oldenburg

Madison Investment Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua James Oldenburg

Joshua Oldenburg is a registered investment advisor representative with Madison Investment Advisors, LLC, a firm headquartered in Madison, Wisconsin. Joshua has been in the industry since December 2019 and has a Series 66 license. He is also a registered representative with FINRA and has Series 7TO and SIE licenses. Joshua's specialization lies in providing advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Joshua has been employed with Madison Investment Advisors, LLC since August 2018 and is also employed by its parent firm, Madison Investment Holdings, Inc.

Firm Information

Joshua Oldenburg is currently registered with Madison Investment Advisors, LLC. Madison Investment Advisors, LLC is an investment advisory firm based in Madison, WI, managing approximately $10 billion to $50 billion in assets. The firm provides advisory services to a variety of clients, including individuals, corporations, insurance companies, and charitable organizations. Their services include financial planning, pension consulting, and portfolio management. They are also a wrap fee program participant.
Madison Investment Advisors, LLC

550 SCIENCE DRIVE

MADISON, WI 53711

$13.24B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

subadvisory portfolio management in wrap sponsor programs and models

Subadvisory portfolio management in wrap sponsor programs and models

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Oldenburg’s Registration & Firm History

WI

01/01/2025 - Present

Madison Investment Advisors, LLC (MADISON WI)

Not sure if Joshua James Oldenburg is right for you?

Licenses & Designations

BOTH

Issued 12/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua James Oldenburg.
Not sure if Joshua James Oldenburg is right for you?