Unclaimed Profile

Bryan Todd Oglesby

WEALTH INTELLIGENCE, LLC·COLUMBUS, Georgia

SIE, Series 7, Series 9, Series 10, Series 66CFPClean record19 years registeredWEALTH INTELLIGENCE, LLC

2900 WARM SPRINGS RD, COLUMBUS, GA 31904CRD# 5295978Firm CRD# 333253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Todd Oglesby · COLUMBUS, GA

Registration

CRD #5295978 · WEALTH INTELLIGENCE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

WEALTH INTELLIGENCE, LLC

Dec 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Sep 2018 – Jan 2025

Zebulon, GA

RAYMOND JAMES & ASSOCIATES, INC.

Feb 2013 – Sep 2018

GRIFFIN, GA

MORGAN KEEGAN & COMPANY, INC.

Nov 2010 – Feb 2013

ATLANTA, GA

EDWARD JONES

May 2007 – Nov 2010

THOMASTON, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · May 14, 2007

Years registered · 19

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH INTELLIGENCE, LLC

CRD 333253 · SEC 801-131320

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by WEALTH INTELLIGENCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH INTELLIGENCE, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Todd Oglesby offer?

Bryan Todd Oglesby specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.

What are Bryan Todd Oglesby's credentials?

Bryan Todd Oglesby holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan Todd Oglesby located?

Bryan Todd Oglesby is based in COLUMBUS, Georgia, working with WEALTH INTELLIGENCE, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Bryan Todd Oglesby charge for services?

Bryan Todd Oglesby's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH INTELLIGENCE, LLC?

WEALTH INTELLIGENCE, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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