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Andrea Christine Oliver

Andrea C. Oliver

ONE WILD LIFE ADVISORS
CHICAGO, IL 60625
Some features on this profile are disabled
CRD#: 6910166
Andrea Christine Oliver

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 .

Core Areas of Focus

Business Owners
Charitable Giving
College/Education Planning
Entrepreneurs
Financial Psychology/Coaching
Fixed Fee (Subscription
Retainer
etc.)

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...
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.
The advisor shows no other business activity.

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

Office #1: 4848 N Damen Ave, Chicago, IL 60625
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)

Exams

Current Firm

OW
ONE WILD LIFE ADVISORS LLC
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
2

Documents

Latest Form ADV
0

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

ONE WILD LIFE ADVISORS LLC

CRD#: 333774Chicago, IL 60625

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