Douglas Allen Oosterhart
Investment adviser representative at Lifepoint Planning
13 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$168.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Lifepoint PlanningMay 2018 to now
- Lifepoint Planning, PllcApr 2018 to now
- Northwestern Mutual Wealth Management CompanyMar 2016 to Apr 2018
- Northwestern Mutual Investment Services, LLCDec 2013 to Apr 2018
- Northwestern Mutual Life Insurance CompanyMay 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 5 states (FL, IL, LA, MI, TX).
Lifepoint Planning
Legal name: Lifepoint Planning, Pllc
$168.5MAssets managed
110Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6194360
- Firm CRD
- 296911