Andrea C. Oliver

ONE WILD LIFE ADVISORS LLC

CHICAGO, IL

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CRD#: 6910166

Professional summary

Andrea Christine Oliver, CFP®, who also goes by Andrea Oliver, is a registered financial advisor currently at ONE WILD LIFE ADVISORS LLC located in Chicago, Illinois.

Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Andrea has worked at 2 firms .

Biography

Hello!  
I'm interested in meeting you.  To learn more about our financial life planning process, please email me to set up a short call and subsequent initial meeting to see if we are a good match.

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Budgeting

Investment Planning

Tax Planning

Retirement Planning

Employee and Employer Plan Ben...

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

Entrepreneurs

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

Andrea Oliver

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.

Andrea Oliver is currently employed as a Partner of Codehabit, LLC, a software development business. She performs bookkeeping, billing, and administrative functions. This activity accounts for up to 10% of her time. Andrea Oliver is currently the Owner, CCO and an Investment Advisor Representative of North Park Financial Planning, LLC, a registered investment advisory firm. She performs investment advisory and financial planning functions. These activities currently account for up to 90% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Christine Oliver'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

April 22, 2025 - Present

ONE WILD LIFE ADVISORS LLC

RIA

CRD#: 333774

CHICAGO, IL

Past

March 19, 2018 - May 20, 2025

NORTH PARK FINANCIAL PLANNING

RIA

CRD#: 292644

CHICAGO, 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

Illinois
(4/22/2025)

IAR

Texas
(6/9/2025)

IAR

Wisconsin
(4/30/2025)

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

Current Firm

ONE WILD LIFE ADVISORS LLC

CRD#: 333774 / SEC#:

Illinois

Registered Investment Advisory firm - (4/22/2025 Approved)

Texas

Registered Investment Advisory firm - (6/3/2025 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (4/30/2025 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(312) 666-7587

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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Andrea C. Oliver

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea Christine Oliver's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE WILD LIFE ADVISORS LLC

NORTH PARK FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Current Firm

ONE WILD LIFE ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

ONE WILD LIFE ADVISORS LLC

TRUST BUT VERIFY

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