Douglas
Oosterhart
Lifepoint Planning
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About this Advisor
Douglas Oosterhart is a financial advisor based in Schaumburg, Illinois, working with Lifepoint Planning. Douglas has previously worked at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, and Lifepoint Planning, Pllc. Douglas has passed the Series 66 regulatory exam and is registered to provide services in Florida, Illinois, Louisiana, Michigan, and Texas. Douglas is currently part of Lifepoint Planning, which operates from Schaumburg, Illinois. The firm has 1 office and 3 employees. Lifepoint Planning manages $118.9 million in assets and serves high-net-worth clients. The firm offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Lifepoint Planning offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifepoint Planning Brokerage Details
$118,882,866
3
357
$333,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Douglas Oosterhart Work History
Lifepoint Planning, Pllc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Disclosures
Please visit the SEC profile of Douglas Oosterhart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifepoint Planning
Dewitt, MI
Schaumburg, IL
Schaumburg, IL
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