Denton Jay Olde
Amministratore Delegato presso Olde Wealth Management LLC
Profilo
Mr. Denton J.
Olde is a Financial Advisor & Co-Founder at Olde Wealth Management LLC.
He has been working in financial services consecutively since 1993.
Mr. Olde was previously employed as a Branch Manager by Charles Schwab & Co., Inc. (Broker) and a Branch Manager by Fidelity Investments Tax-Exempt Services Co.
He graduated from the University of Colorado with a B.S.
in Business.
He also has a M.S.
in Personal Financial Planning from the College of Financial Planning in Denver.
Posizioni attive di Denton Jay Olde
| Società | Posizione | Inizio |
|---|---|---|
Olde Wealth Management LLC
 Olde Wealth Management LLC Investment ManagersFinance Olde Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by Denton Olde and Micah Brooks in 2020 as Financial Network Wealth Management LLC. OWM provides investment advice to individuals, high net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities. | Amministratore Delegato | 01/01/2020 |
Precedenti posizioni note di Denton Jay Olde
| Società | Posizione | Fine |
|---|---|---|
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 01/01/2014 |
| Fidelity Investments Tax-Exempt Services Co. | Corporate Officer/Principal | 01/11/2012 |
Formazione di Denton Jay Olde
| The College of Financial Planning Institutes Corp. | Graduate Degree |
| The Leeds School of Business | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
| Fidelity Investments Tax-Exempt Services Co. | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
Olde Wealth Management LLC
Olde Wealth Management LLC Investment ManagersFinance Olde Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by Denton Olde and Micah Brooks in 2020 as Financial Network Wealth Management LLC. OWM provides investment advice to individuals, high net-worth individuals, trusts, estates, or charitable organizations, corporations or business entities. | Finance |
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