Douglas Oosterhart has been Founder, CCO of Lifepoint Planning, PLLC since April 2018, is a control person of the firm and directly owns 75% or more of it. Douglas Oosterhart holds a Degree in Finance from Michigan State University.
Lifepoint Planning, PLLC is a Schaumburg, IL firm with $168M under management, 110 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Doug Oosterhart is Founder of LifePoint Planning. He founded the firm to provide tax-forward retirement planning. He has over a decade of experience, and his work focuses on helping clients with their biggest financial decisions leading up to and throughout retirement.
Douglas Oosterhart’s longest registration is the current one, 8 years at Lifepoint Planning, PLLC since 2018. Before joining Lifepoint Planning, PLLC in 2018, Douglas Oosterhart was registered through Northwestern Mutual Investment Services,llc.
- Lifepoint PlanningCurrent– present · 8 yearsSchaumburg, IL · Adviser representative · Firm CRD 296911
- Northwestern Mutual Investment Services,llc– · 4 yearsEast Lansing, MI · Adviser representative · Firm CRD 2881
Professional designations
Listed by Lifepoint Planning, PLLC
- CFP®
Investment adviser representative registrations
Douglas Oosterhart is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from May 2018; the most recent is Florida, in September 2024.
- FloridaSince 5 September 2024
- IllinoisSince 12 August 2020
- LouisianaSince 2 May 2022
- MichiganSince 7 May 2018
- TexasResidentSince 9 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 March 2014 |
| Series 7 | General Securities Representative Examination | 15 January 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Douglas Allen Oosterhart
- CRD
- 6194360
- Firm
- Lifepoint Planning, PLLC · CRD 296911
- Role
- Founder, CCO
- Office
- 1821 WALDEN OFFICE SQUARE, SUITE 400, Schaumburg, IL 60173
- Registration
- Investment adviser registration
- In the industry since
- January 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lifepointplanning.com
Where does Douglas Oosterhart work?
Douglas Oosterhart has been Founder, CCO of Lifepoint Planning, PLLC since April 2018, and is a control person of the firm.
Is Douglas Oosterhart a financial advisor?
Yes. Douglas Oosterhart has a current investment-adviser registration in Florida, Illinois, Louisiana, Michigan and Texas, through Lifepoint Planning, PLLC since May 2018.
How many years of experience does Douglas Oosterhart have?
Douglas Oosterhart has 12 years in the financial industry, since January 2014, across 2 adviser firms.
What exams has Douglas Oosterhart passed?
Douglas Oosterhart has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2014. FINRA credited Douglas Oosterhart with the SIE, which began in October 2018.
Where did Douglas Oosterhart work before Lifepoint Planning, PLLC?
Before Lifepoint Planning, PLLC, Douglas Oosterhart was registered through Northwestern Mutual Investment Services,llc, April 2014 to April 2018.
Where is Douglas Oosterhart based?
Douglas Oosterhart’s registered office is in Schaumburg, IL.
Is Douglas Oosterhart registered with FINRA?
No. Douglas Oosterhart has no current broker registration.
Is Douglas Oosterhart a CFP?
Lifepoint Planning, PLLC lists Douglas Oosterhart with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Douglas Oosterhart’s record?
Search CRD 6194360 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Oosterhart’s full registration record.