Joshua
Oldenburg
Madison Investment Advisors, LLC
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About this Advisor
Joshua Oldenburg is a financial advisor operating in Madison, Wisconsin with a total of 3 years of relevant experience. Oldenburg currently works for Madison Investment Advisors, LLC. Their career trajectory has included roles at Madison Investment Advisors, Pbc Linear, Paratech Global, Firepoint Media, Inc, Nature At The Confluence, Inc, Fontana Paddle Company, University Of Wisconsin- Whitewater, Carolina Fish Market and University Of Wisconsin- La Crosse. Oldenburg maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. Madison Investment Advisors, LLC is a financial advisory firm operating out of Madison, WI. The firm has offices in two locations and a total of 96 advisors. It has $13 billion in assets among its 14,261 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 656 charitable organizations. Of its 14,261 client accounts, just 11% are held by high-net-worth individuals who have greater than $1 million in assets. Madison Investment Advisors, LLC has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically are based on the type of financial services. However, fees billed by Madison Investment Advisors, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madison Investment Advisors, LLC Brokerage Details
$12,949,877,511
96
14,261
$908,062
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Joshua Oldenburg Work History
Joshua has been registered as a financial advisor for 3 years.*
Madison Investment Advisors
Firepoint Media, Inc
Nature At The Confluence, Inc
Paratech Global
Pbc Linear
University Of Wisconsin- Whitewater
Fontana Paddle Company
Carolina Fish Market
University Of Wisconsin- La Crosse
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joshua Oldenburg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Madison Investment Advisors, LLC
Madison, WI
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Mequon, WI
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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