Advisor at Oldfield Wealth Partners
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
Oldfield Wealth Partners
Location
Bangor, ME 04401
Credentials
Series 66
Industry experience
20 years
Financial planning fees range from $2,500 to $25,000 (negotiated fixed fees).
Adviser receives commissions from insurance product sales; commissions are disclosed as conflicts of interest but are not the primary source of compensation.
Oldfield Wealth Partners, LLC
2026 - Present (1 year)
Mariner Platform Solutions
2025 - 2026 (1 year)
Oldfield Wealth Partners, LLC
2024 - 2025 (1 year)
RAYMOND James FINANCIAL SERVICES ADVISORS, INC.
2019 - 2024 (5 years)
Raymond james Financial Services, Inc.
2019 - 2024 (5 years)
UBS Financial SERVICES INC.
2011 - 2019 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bangor, ME
Edward Jones
Series 66
Bangor, ME
Edward Jones
CFP®, Series 66
Bangor, ME
Warren Financial, LLC
Series 65
Bangor, ME
Nichols Investment Management
Series 63, Series 65
Bangor, ME
Eagle Financial Strategies
Series 63, Series 65
Bangor, ME
SyntheticFi LLC
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