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Danae S. Oldenburg

OLDENBURG INVESTMENT PROFESSIONALS
St Thomas, VI 00802
Some features on this profile are disabled
CRD#: 5718412
DO

Professional summary

Danae Sarah Oldenburg, who also goes by Danae Sarah Valdivieso, is a registered financial advisor currently at OLDENBURG INVESTMENT PROFESSIONALS located in St Thomas, .

Danae is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Danae has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danae Sarah Valdivieso

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danae Sarah Oldenburg's 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®
None

Experience

Current

January 7, 2026 - Present

OLDENBURG INVESTMENT PROFESSIONALS

Office #1: Norre Gade 40a & 40ca 16, St Thomas, VI 00802
RIA
CRD#: 168943
St Thomas, VI
Past

January 10, 2024 - December 31, 2025

OLDENBURG INVESTMENT PROFESSIONALS

RIA
CRD#: 168943
ST THOMAS, VI
Past

August 30, 2013 - December 31, 2023

OLDENBURG INVESTMENT PROFESSIONALS

RIA
CRD#: 168943
MIRAMAR BEACH, FL
Past

March 7, 2012 - December 31, 2013

OLDENBURG FINANCIAL

RIA
CRD#: 161635
WAUWATOSA, WI
Past

November 25, 2009 - March 6, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
MILWAUKEE, WI
Past

November 9, 2009 - March 6, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MILWAUKEE, WI

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
Wisconsin
(1/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/24/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/7/2009
General Securities Representative Examination

Current Firm

OI
OLDENBURG INVESTMENT PROFESSIONALS
OLDENBURG INVESTMENT PROFESSIONALS | OLDENBURG INVESTMENT PROFESSIONALS LLC

CRD#: 168943 / SEC#:

Wisconsin
Registered Investment Advisory firm - (1/1/2024 Approved)
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Contact information

Main Address
Norre Gade 40a & 40ca 16, St Thomas, VI 00802
Mailing Address
8170 Crown Bay Marina Pmb 355, St Thomas, VI 00802
Phone number
(850) 733-6758
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts52
AUM (Assets Under Management)$ 4,500,000

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.

Company Information

OLDENBURG INVESTMENT PROFESSIONALS

CRD#: 168943St Thomas, VI 00802

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