Nicholas Oldham
Advisor at Mainstreet RIA LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Mainstreet RIA LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mainstreet RIA LLC
Location
O'fallon, MO 63368
Credentials
CFP®, Series 66
Industry experience
17 years
Nicholas Oldham is a CFP® with 17 years of industry experience, currently serving as an advisor at Mainstreet RIA LLC since 2021. His prior roles include positions at Northwestern Mutual Wealth Management Company and Valic Financial Advisors, among others. Mainstreet RIA LLC serves individual and high-net-worth clients as well as retirement plans, offering discretionary asset management, financial planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and charting analysis to tailor investment strategies to client goals and risk tolerance.
Based on Mainstreet RIA LLC
Based on Mainstreet RIA LLC
Flat fees for plan services based on scope of work; not to exceed 3% of plan assets
$0 - $124,999: 1.50% annually $125,000 - $249,999: 1.35% annually $250,000 - $499,999: 1.20% annually $500,000 - $749,999: 1.05% annually $750,000 - $999,999: 0.90% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000 - $2,999,999: 0.65% annually $3,000,000 - $3,999,999: 0.60% annually $4,000,000 - $4,999,999: 0.55% annually $5,000,000 - $5,999,999: 0.50% annually $6,000,000 - $6,999,999: 0.45% annually $7,000,000 - $7,999,999: 0.40% annually $8,000,000 - $8,999,999: 0.35% annually $9,000,000 - $9,999,999: 0.30% annually $10,000,000+: Negotiable
Consulting fees based on scope of work and estimated hours of completion
Account minimum: $250,000 (may be lowered or waived in certain instances) Fee-only: Flat fees for qualified plans and ERISA plan services based on scope of work and plan assets, not to exceed 3% of plan assets; consulting fees based on estimated hours
6700 Keaton Corporate Parkway, Suite 102
O'fallon, MO 63368
Missouri · Texas
Mainstreet RIA LLC
2021 - Present (5 years)
Brayton Klaus
2021 - 2021 (1 year)
Northwestern Mutual Wealth Management Company
2018 - 2021 (3 years)
Northwestern Mutual Investment Services LLC
2018 - 2021 (3 years)
Scott Niekamp
2018 - 2021 (3 years)
Sole Proprietor
2018 - 2023 (5 years)
Robert Half Accountemps
2017 - 2018 (1 year)
Valic Financial Advisors
2012 - 2017 (5 years)
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