Rob Oldaker, Cmfc®
AeroLeads people directory · profile

Rob Oldaker, Cmfc® Email & Phone Number

Wealth Manager at Creative Planning at Creative Planning
Location: Lenexa, Kansas, United States 5 work roles 1 school
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@creativeplanning.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Wealth Manager at Creative Planning
Location
Lenexa, Kansas, United States
Company size
631 employees

Who is Rob Oldaker, Cmfc®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Rob Oldaker, Cmfc® is listed as Wealth Manager at Creative Planning at Creative Planning, a with 631 employees, based in Lenexa, Kansas, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Rob Oldaker, Cmfc®.

Rob Oldaker, Cmfc® previously worked as Wealth Manager at Creative Planning and Sr. Internal Wholesaler at Cantor Fitzgerald. Rob Oldaker, Cmfc® holds Bachelor'S Of Business Administration, Marketing, Business Management from Pittsburg State University.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Rob Oldaker, Cmfc®'s masked contact details.

*@creativeplanning.com
71% confidence

AeroLeads found 1 current-domain work email signal for Rob Oldaker, Cmfc®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Rob Oldaker, Cmfc®

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Current workplace

Rob Oldaker, Cmfc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Wealth Manager at Creative Planning
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
AeroLeads page
Company profile
View company profile Email format
5 roles

Rob Oldaker, Cmfc® work experience

A career timeline built from the work history available for this profile.

Sr. Internal Wholesaler

Cantor Fitzgerald

Lenexa, Kansas, United States

Partnering with an external partner we were mainly responsible for generating sales for Cantor Fitzgerald in the states of Florida and Georgia.

May 2021 - Apr 2022

Sr. Internal Wholesaler

Ivy Investments

Shawnee Mission, Ks

Partnering with an external wholesaler we were mainly responsible for generating sales for Ivy in the territory of Florida.

Oct 2017 - May 2021

Sr. Investment Planning Sales Specialist

Waddell & Reed

Shawnee Mission, Ks

Responsible for acting as a consultant to W&R financial advisors in an effort to increase sales for those advisors and the company.

Jul 2014 - Oct 2017

Various Client Services Roles

Waddell & Reed

Shawnee Mission, Ks

Responsible for assisting W&R financial advisors, 3rd party advisors, and W&R shareholders with various operational needs.

Feb 2009 - Jul 2014
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

MG Mike Giefer, Jd, Cfp® Mike Giefer, Jd, Cfp® Colleague at Creative PlanningGreater Minneapolis-St. Paul Area, United States View → AT Ajaj Tubera Ajaj Tubera Colleague at Creative PlanningMuscat, Masqaţ, Oman View → TD Trent Dudenhoeffer, Cfp® Trent Dudenhoeffer, Cfp® Colleague at Creative PlanningJefferson City, Missouri, United States View → TM Tatiana Morris, Ea Tatiana Morris, Ea Colleague at Creative PlanningWashington Dc-Baltimore Area, United States View → CW Colby Winslow, Ea, Cfp® Colby Winslow, Ea, Cfp® Colleague at Creative PlanningAltamonte Springs, Florida, United States View → NC Norm Caldwell, Aif® Norm Caldwell, Aif® Colleague at Creative PlanningFort Lauderdale, Florida, United States View → J( John (Jay) Lame Jr. John (Jay) Lame Jr. Colleague at Creative PlanningCincinnati, Ohio, United States View → CR Colin Ryan Colin Ryan Colleague at Creative PlanningKansas City Metropolitan Area, United States View → RR Robert Ricci Robert Ricci Colleague at Creative PlanningLeawood, Kansas, United States View → SS Sabrina Saxer Sabrina Saxer Colleague at Creative PlanningLeawood, Kansas, United States View →
1 education record

Rob Oldaker, Cmfc® education

FAQ

Frequently asked questions about Rob Oldaker, Cmfc®

Quick answers generated from the profile data available on this page.

What company does Rob Oldaker, Cmfc® work for?

Rob Oldaker, Cmfc® works for Creative Planning.

What is Rob Oldaker, Cmfc®'s role at Creative Planning?

Rob Oldaker, Cmfc® is listed as Wealth Manager at Creative Planning at Creative Planning.

What is Rob Oldaker, Cmfc®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Rob Oldaker, Cmfc® at Creative Planning.

Where is Rob Oldaker, Cmfc® based?

Rob Oldaker, Cmfc® is based in Lenexa, Kansas, United States while working with Creative Planning.

What companies has Rob Oldaker, Cmfc® worked for?

Rob Oldaker, Cmfc® has worked for Creative Planning, Cantor Fitzgerald, Ivy Investments, and Waddell & Reed.

Who are Rob Oldaker, Cmfc®'s colleagues at Creative Planning?

Rob Oldaker, Cmfc®'s colleagues at Creative Planning include Mike Giefer, Jd, Cfp®, Ajaj Tubera, Trent Dudenhoeffer, Cfp®, Tatiana Morris, Ea, and Colby Winslow, Ea, Cfp®.

How can I contact Rob Oldaker, Cmfc®?

You can use AeroLeads to view verified contact signals for Rob Oldaker, Cmfc® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Rob Oldaker, Cmfc® attend?

Rob Oldaker, Cmfc® holds Bachelor'S Of Business Administration, Marketing, Business Management from Pittsburg State University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.