LPL Enterprise
31yrs
Top 12% by experience at LPL Enterprise
33yrs
Based in Princeton, Indiana, David Oldham is a financial advisor with 33 years of industry experience. David has been with Robert W. Baird & Co. since 2019; before that, David spent 21 years at J.J.B. Hilliard, W.L. Lyons. Robert W. Baird & Co. offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience in Princeton
Office707 Vail Street, Princeton, IN 47670
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$713,008
Advisors at the firm2,626
States licensed ?2 states
Services through Robert W. Baird & Co.
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2019 – nowRobert W. Baird & Co. IncorporatedCurrent firm
- 1999 – 2019J.J.B. Hilliard, W.L. Lyons, LLCPreviously
Contact David
Local office(812) 385-3323Ask for David. (414) 765-3500Main office · Milwaukee, WI 707 Vail StreetPrinceton, IN 47670Office · Get directions X (Twitter) pageRobert W. Baird & Co.
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Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (812) 385-3323 or the Robert W. Baird & Co. main office at (414) 765-3500, and ask for David Oldham.
How long has David been a financial advisor?
David has been in the industry since 1993, about 33 years. Top advisor by experience in Princeton.
What licenses does David hold?
Series 63. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Robert W. Baird & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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