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James David Oegema

MFO INVESTMENTS LLC·BIRMINGHAM, Michigan
Clean recordMFO INVESTMENTS LLC
55 W MAPLE ROAD, BIRMINGHAM, MI 48009CRD# 7569371Firm CRD# 322007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James David Oegema · BIRMINGHAM, MI
Registration
CRD #7569371 · MFO INVESTMENTS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James David Oegema is a registered financial advisor based in BIRMINGHAM, Michigan, affiliated with MFO INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
MFO INVESTMENTS LLC
MFO INVESTMENTS
AUM
$243M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MFO INVESTMENTS LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7569371
Firm CRD# 322007
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James David Oegema offer?
James David Oegema specializes in Investment Management, Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are James David Oegema's credentials?
James David Oegema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Oegema located?
James David Oegema is based in BIRMINGHAM, Michigan, working with MFO INVESTMENTS LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does James David Oegema charge for services?
James David Oegema's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MFO INVESTMENTS LLC?
MFO INVESTMENTS LLC has approximately 9 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MFO INVESTMENTS LLC

Joshua Leeds Burrows
BIRMINGHAM, MI

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