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Brenda Marie Oldham

Investment Adviser Representative at CALTON & ASSOCIATES, INC.

Highland, MICRD #4092970Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
7 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 7 states
ArizonaDistrict of ColumbiaFloridaLouisianaMichiganTexasVirginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/18/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 10/17/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/8/2003
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 5/11/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.026
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Calton & Associates, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

IAMS WEALTH MANAGEMENT, LLCCurrent
2/5/2019Highland, MI
ELE ADVISORY SERVICES, LLC
3/24/20171/31/2019Southfield, MI
MML INVESTORS SERVICES, LLC
3/13/20157/27/2016Highland, MI
PRUDENTIAL FINANCIAL PLANNING SERVICES
7/30/20121/28/2015Highland, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brenda Marie Oldham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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