Stephanie M. Oldenkamp

GENESIS MARKETING GROUP

Hinsdale, IL 60521-3363

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CRD#: 6308608

Professional summary

Stephanie Margaret Oldenkamp is a registered financial advisor currently at GENESIS MARKETING GROUP located in Hinsdale, Illinois.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stephanie has worked at 1 firm and has passed the Series 65, Series 50, Series 3 and Series 54 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Stephanie Margaret Oldenkamp'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

March 7, 2014 - Present

GENESIS MARKETING GROUP

Office #1: 19 North Grant St., Hinsdale, IL 60521-3363

RIA

CRD#: 132388

Hinsdale, IL

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

Florida
(2/8/2024)

IAR

Illinois
(3/7/2014)

IAR

Texas
(3/7/2014)

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 65

Date: 2/24/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 50

Date: 9/11/2017

Municipal Advisor Representative Qualification Exam

General Industry/Product Exam

Series 3

Date: 11/3/2015

National Commodity Futures Examination

Principal/Supervisory Exam

Series 54

Date: 3/12/2020

Municipal Advisor Principal Qualification Examination

Current Firm

GENESIS MARKETING GROUP

GENESIS MARKETING GROUP | GENESIS MARKETING GROUP, INC.

CRD#: 132388 / SEC#:

Connecticut

Registered Investment Advisory firm - (2/9/2021 Terminated)

Florida

Registered Investment Advisory firm - (2/8/2024 Approved)

Illinois

Registered Investment Advisory firm - (2/24/2005 Approved)

Texas

Registered Investment Advisory firm - (1/23/2008 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

19 North Grant St., Hinsdale, IL 60521-3363

Mailing Address

Phone number

(630) 887-1414

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Stephanie M. Oldenkamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Margaret Oldenkamp's CRS (Customer Relationship Summary).

Certified licenses

Experience

GENESIS MARKETING GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2014

Series 50

Date: 9/11/2017

Series 3

Date: 11/3/2015

Series 54

Date: 3/12/2020

Current Firm

GENESIS MARKETING GROUP

Contact information

Documents

Red Flags

Company Information

GENESIS MARKETING GROUP

TRUST BUT VERIFY

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