Denton J. Olde

OLDE WEALTH MANAGEMENT

SAMMAMISH, WA

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CRD#: 2172847

Professional summary

Denton Jay Olde, CFP®, who also goes by D J Olde, is a registered financial advisor currently at OLDE WEALTH MANAGEMENT, LLC located in Sammamish, Washington.

Denton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Denton has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

D J Olde

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2014 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: OLDE WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL AND ADVISORY SERVICES START DATE: 01/16/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 3. 1.NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 06/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denton Jay Olde's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

July 15, 2020 - Present

OLDE WEALTH MANAGEMENT, LLC

RIA

CRD#: 308991

SAMMAMISH, WA

Past

July 9, 2014 - May 4, 2021

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

BELLINGHAM, WA

Past

July 9, 2014 - May 4, 2021

CETERA WEALTH SERVICES, LLC

CRD#: 13572

BELLINGHAM, WA

Past

January 28, 2014 - July 10, 2014

CETERA ADVISORS LLC

RIA

CRD#: 10299

SAMMAMISH, WA

Past

January 28, 2014 - July 10, 2014

CETERA ADVISORS LLC

CRD#: 10299

SAMMAMISH, WA

Past

January 31, 2013 - January 14, 2014

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

LYNNWOOD, WA

Past

December 20, 2012 - January 14, 2014

CHARLES SCHWAB & CO., INC.

CRD#: 5393

LYNNWOOD, WA

Past

July 22, 2002 - November 20, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TUKWILA, WA

Past

December 15, 2000 - November 19, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TUKWILA, WA

Past

October 8, 1999 - December 15, 2000

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

BOSTON, MA

Past

March 4, 1997 - October 7, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

March 27, 1996 - February 25, 1997

INVESCO DISTRIBUTORS, INC.

CRD#: 289

HOUSTON, TX

Past

November 19, 1991 - December 20, 1993

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLDE WEALTH MANAGEMENT, LLC

FINANCIAL NETWORK WEALTH MANAGEMENT LLC | OLDE WEALTH MANAGEMENT, LLC | OLDE WEALTH MANAGEMENT

CRD#: 308991 / SEC#: 801-119044

RIA

Registered Investment Advisory firm - (7/15/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(1/15/2025)

IAR

Texas
(1/25/2021)

IAR

Washington
(7/15/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/25/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/12/1997

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/26/1996

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 9

Date: 5/31/2002

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 5/7/2002

General Securities Sales Supervisor - General Module Examination

Current Firm

OLDE WEALTH MANAGEMENT, LLC

FINANCIAL NETWORK WEALTH MANAGEMENT LLC | OLDE WEALTH MANAGEMENT, LLC | OLDE WEALTH MANAGEMENT

CRD#: 308991 / SEC#: 801-119044

RIA

Registered Investment Advisory firm - (7/15/2020 Approved)

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Contact information

Main Address

Sammamish, WA

Mailing Address

Po Box 3487, Redmond, WA 98073

Phone number

(425) 495-7484

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (3/18/2025)

Regulatory assets under management

Total Number of Accounts	739
AUM (Assets Under Management)	$ 331,460,337

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Denton J. Olde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Denton Jay Olde's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

NATIONAL FINANCIAL SERVICES LLC

FIDELITY BROKERAGE SERVICES LLC

INVESCO DISTRIBUTORS, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

OLDE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2002

Series 63

Date: 7/25/1996

SIE

Date: 10/1/2018

Series 7

Date: 2/12/1997

Series 6

Date: 3/26/1996

Series 9

Date: 5/31/2002

Series 10

Date: 5/7/2002

Current Firm

OLDE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLDE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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