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Rob Oldaker, CMFC®

Rob Oldaker, CMFC®

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location of Rob Oldaker, CMFC®Lenexa, Kansas, United States

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  • Timeline

  • About me

    Wealth Manager at Creative Planning

  • Education

    • Pittsburg State University

      2001 - 2006
      Bachelor's of Business Administration Marketing, Business Management

      Activities and Societies: Shortstop & Leadoff Hitter on Baseball Team from 2004 - 2006

  • Experience

    • Waddell & Reed

      Feb 2009 - Oct 2017

      Responsible for acting as a consultant to W&R financial advisors in an effort to increase sales for those advisors and the company. Responsible for assisting W&R financial advisors, 3rd party advisors, and W&R shareholders with various operational needs.

      • Sr. Investment Planning Sales Specialist

        Jul 2014 - Oct 2017

      • Various Client Services Roles

        Feb 2009 - Jul 2014

    • Ivy Investments

      Oct 2017 - May 2021
      Sr. Internal Wholesaler

      Partnering with an external wholesaler we were mainly responsible for generating sales for Ivy in the territory of Florida.

    • Cantor Fitzgerald

      May 2021 - Apr 2022
      Sr. Internal Wholesaler

      Partnering with an external partner we were mainly responsible for generating sales for Cantor Fitzgerald in the states of Florida and Georgia.

    • Creative Planning

      Apr 2022 - now
      Wealth Manager

  • Licenses & Certifications

    • Chartered Mutual Fund Counselor (CMFC®)

      College of Financial Planning (Kaplan)
      Jan 2016

    • Series 7 & 66

      FINRA