Get to know Steve Oldham

steve-oldham

Steve Oldham

Investment Advisor Representative

Steve Oldham joined CMS Advisors in 2019 and brings nearly 29 years of experience and financial wisdom to the table. Having worked as an advisor in the independent channel, the broker dealer channel, and the banking channel, Steve brings valuable knowledge to serve his client’s financial planning needs from the working years through the distribution years. His client first mentality has been a focus from day one along with truly listening to what the client’s needs are. With an emphasis on true wealth planning and education, Steve is able to bring concepts and ideas to match specific client goals.

Steve has his bachelors degree in Business Management from the University of Illinois and served in Illinois Army National Guard. Steve has been happily married for 40 years and has two children and four grandchildren that are his pride and joy. In his free time he enjoys spending time with family, golfing, scuba diving, playing the drums, and spending time at his church.

 

Office Address:
1001 Boardwalk Springs Place
Suite 111
OFallon Mo. 63368

E  steve.oldham@cmsadvisors.com
P  636.800.9001
f   636.723.7031