Vincent Oldre has been President/CCO of Assured Retirement Financial Group since April 2015, is a control person of the firm and directly owns 75% or more of it. Vincent Oldre studied at Gustavus Adolphus College.
Assured Retirement Financial Group, Inc. is an Edina, MN firm with $241M under management, 541 clients and 4 advisers in one office, as of its March 2026 filing.
Vincent L. Oldre is President of CFG Retirement, based in Edina, Minnesota. After graduating from Gustavus Adolphus College, he began his financial services career at an insurance company and later became involved in financial planning. He opened his own advisory practice, and started CFG Retirement, which opened in 2015.
Vincent Oldre’s longest registration is the current one, 11 years at Assured Retirement Financial Group since 2015. Before joining Assured Retirement Financial Group in 2015, Vincent Oldre was registered through Secured Retirement Advisors, LLC.
- Secured Retirement Advisors, LLC– · 1 yearSt. Louis Park, MN · Adviser representative · Firm CRD 144239
Professional designations
Listed by Assured Retirement Financial Group
- CFP®
Investment adviser representative registrations
Vincent Oldre is registered as an investment adviser representative in Minnesota, since May 2015.
- MinnesotaSince 18 May 2015
Examinations
No examinations are on Vincent Oldre’s record.
- Full name
- Vincent Lombardi Oldre
- CRD
- 6316933
- Firm
- Assured Retirement Financial Group · CRD 179516
- Role
- President/CCO
- Office
- 4550 W 77TH STREET, SUITE 380, Edina, MN 55435
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cfgretirement.com
Where does Vincent Oldre work?
Vincent Oldre has been President/CCO of Assured Retirement Financial Group, Inc. since April 2015, and is a control person of the firm.
Is Vincent Oldre a financial advisor?
Yes. Vincent Oldre has a current investment-adviser registration in Minnesota, through Assured Retirement Financial Group since May 2015.
How many years of experience does Vincent Oldre have?
Vincent Oldre has 12 years in the financial industry, since April 2014, across 2 adviser firms.
Where did Vincent Oldre work before Assured Retirement Financial Group?
Before Assured Retirement Financial Group, Vincent Oldre was registered through Secured Retirement Advisors, LLC, March 2014 to April 2015.
Where is Vincent Oldre based?
Vincent Oldre’s registered office is in Edina, MN.
Is Vincent Oldre registered with FINRA?
No. Vincent Oldre has no current broker registration.
Is Vincent Oldre a CFP?
Assured Retirement Financial Group lists Vincent Oldre with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Vincent Oldre’s record?
Search CRD 6316933 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vincent Oldre’s full registration record.