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
- 2023 -now Wealth Manager @
- 2016 -2023 Senior Relationship Manager @
- 2013 -2016 Lead Advisor @ Advisor Financial Services, LLP
- 2011 -2012 Financial Services Rep @
- 2008 -2010 Financial Representative @ New England Financial
- 1995 -2008 General Manager @
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
Ricky Oldham
Food Preparation Worker
Florence, KY, US
Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Tom Demko
Managing Director
Beverly Hills, CA, US
Lawrence Tynes
Managing Director | Sports
Overland Park, KS, US
Peter Mallouk
President and Chief Executive Officer
United States
Chatten Scruggs
CTO
Leawood, KS, US
Chris Johnson
Managing Director and Partner
Atlanta, GA, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
Stephanie Trentham
Managing Director
Midlothian, VA, US
Clay Baker
Managing Director
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co