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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Christian Oldaker is an investment advisor representative with Creative Planning. Robert Oldaker is licensed to provide investment advisory services in Kansas and Texas. Robert Oldaker has been in the financial services industry since 2006. Robert Oldaker has experience working at Waddell & Reed, Ivy Distributors, Inc., Delaware Distributors, L.P., Macquarie Investment Management, Cantor Fitzgerald & Co., and Creative Planning. Robert Oldaker is also licensed to provide investment advisory services in Kansas and Texas. Robert Oldaker holds the Series 6, 7, 63 and 66 securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
KS
08/30/2023 - Present
Creative Planning (OVERLAND PARK KS)
NY
06/07/2021 - 04/11/2022
CANTOR FITZGERALD & CO. (NEW YORK NY)
KS
10/11/2017 - 05/31/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
PA
05/03/2021 - 05/28/2021
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
KS
02/10/2009 - 10/07/2020
WADDELL & REED (OVERLAND PARK KS)
KS
12/12/2006 - 09/04/2007
FIRST INVESTORS CORPORATION (OVERLAND PARK KS)
BOTH
Issued 01/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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