Rick Oldham Email & Phone Number
Wealth Manager @ Creative Planning
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Rick Oldham Location
- Kennesaw, GA, US
Rick Oldham Work
- Wealth Manager @ (April 2023 - Present)
- Senior Relationship Manager @ (June 2016 - April 2023)
- Lead Advisor @ Advisor Financial Services, LLP (April 2013 - June 2016)
- Financial Services Rep @ (May 2011 - December 2012)
- Financial Representative @ New England Financial (June 2008 - December 2010)
- General Manager @ (March 1995 - March 2008)
Rick Oldham Education
- University of Georgia - Terry College of Business
Certified Financial Planner (Finance)
2008-2009 - Furman University
Bachelor of Arts (Economics and Finance)
1987-1991 - Baylor School 1984-1987
Rick Oldham Summary
- Rick Oldham, based in Kennesaw, GA, US, is currently a Wealth Manager at Creative Planning. Rick Oldham brings experience from previous roles at RAA - Financial Advisors, Advisor Financial Services, LLP, E*TRADE Financial and New England Financial. Rick Oldham holds a 2008 - 2009 Certified Financial Planner in Finance @ University of Georgia - Terry College of Business. Rick Oldham has 2 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Rick Oldham?
Find contact details for 700 million professionals.
Others Named Rick Oldham
Rick Oldham
Wealth Manager
Kennesaw, GA, US
Rick Oldham
Realtor
Reno, NV, US
Rick Oldham
President
Indianapolis, IN, US
Ricky Oldham
Food Preparation Worker
Florence, KY, US
Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Tom Zgainer
Founder AB401k
Scottsdale, AZ, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Matt Pearson
Managing Director
Mercer Island, WA, US
Tony Franchimone
Managing Director
Carlsbad, CA, US
Megan Schmitz
Chief People Officer
Leawood, KS, US
John Vagianos
Managing Director
Raleigh, NC, US
Garrett Stinson
Managing Director
Newport Beach, CA, US
Peter Mallouk
President and Chief Executive Officer
United States
Matt Gulseth
Managing Director and Partner
Saint Paul, MN, US
Jonathan Knapp
Chief Operating Officer
Prairie Village, KS, US
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Gary Disalvo
Managing Director
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co