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Bryan Todd Oglesby

WEALTH INTELLIGENCE, LLC·COLUMBUS, Georgia
Unclaimed Profile
2900 WARM SPRINGS RD, COLUMBUS, GA 31904CRD# 5295978Firm CRD# 333253
01

About

Bryan Todd Oglesby is a registered financial advisor based in COLUMBUS, Georgia, affiliated with WEALTH INTELLIGENCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH INTELLIGENCE, LLC
WEALTH INTELLIGENCE, LLC
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at WEALTH INTELLIGENCE, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5295978
Firm CRD# 333253
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Robert Parker Varner — SYNOVUS SECURITIES, INC.Charles Glen West — SYNOVUS SECURITIES, INC.James Thomas Jr Wall — SYNOVUS SECURITIES, INC.Michael Edward Fowler — SYNOVUS SECURITIES, INC.Guy Leonard Sexton — SYNOVUS SECURITIES, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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