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Richard Oldenburg

CAMDEN FINANCIAL MANAGEMENT, INC.·ASHEVILLE, North Carolina
Series 65Clean record30 years registeredCAMDEN FINANCIAL MANAGEMENT, INC.
1059 COLUMBINE ROAD, ASHEVILLE, NC 28803CRD# 2770463Firm CRD# 111938

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Oldenburg · ASHEVILLE, NC
Registration
CRD #2770463 · CAMDEN FINANCIAL MANAGEMENT, INC. · 30 years registered
Brand Profile
Not yet started
01

Career History

CAMDEN FINANCIAL MANAGEMENT, INC.
Jul 1996 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 19, 1996
Years registered · 30
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAMDEN FINANCIAL MANAGEMENT, INC.
CRD 111938 · SEC 801-60348
AUM
$135M
Regulatory assets under management
Employees
1
43 client accounts
Services offered by CAMDEN FINANCIAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAMDEN FINANCIAL MANAGEMENT, INC. →
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Frequently Asked Questions

What services does Richard Oldenburg offer?
Richard Oldenburg specializes in Financial Planning, Investment Management. Contact their office in ASHEVILLE, North Carolina for a consultation.
What are Richard Oldenburg's credentials?
Richard Oldenburg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Oldenburg located?
Richard Oldenburg is based in ASHEVILLE, North Carolina, working with CAMDEN FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ASHEVILLE metropolitan area and surrounding communities.
How does Richard Oldenburg charge for services?
Richard Oldenburg's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAMDEN FINANCIAL MANAGEMENT, INC.?
CAMDEN FINANCIAL MANAGEMENT, INC. has approximately 1 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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