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Richard Archer Oglesby

HERITAGE WAY ADVISORS, L.L.C.·ROCKFORD, Illinois
Unclaimed Profile
6845 WEAVER RD, ROCKFORD, IL 61114CRD# 3178564Firm CRD# 124816
01

About

Richard Archer Oglesby is a registered financial advisor based in ROCKFORD, Illinois, affiliated with HERITAGE WAY ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HERITAGE WAY ADVISORS, L.L.C.
HERITAGE WAY ADVISORS, L.L.C.
AUM
$368M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at HERITAGE WAY ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3178564
Firm CRD# 124816
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Archer Oglesby offer?
Richard Archer Oglesby specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROCKFORD, Illinois for a consultation.
What are Richard Archer Oglesby's credentials?
Richard Archer Oglesby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Archer Oglesby located?
Richard Archer Oglesby is based in ROCKFORD, Illinois, working with HERITAGE WAY ADVISORS, L.L.C.. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Richard Archer Oglesby charge for services?
Richard Archer Oglesby's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE WAY ADVISORS, L.L.C.?
HERITAGE WAY ADVISORS, L.L.C. has approximately 6 employees and manages $368M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCKFORD
Gary Floyd Ollmann — HERITAGE WAY ADVISORS, L.L.C.Joan Gardner Ollmann — HERITAGE WAY ADVISORS, L.L.C.Thomas Charles Kayser — HERITAGE WAY ADVISORS, L.L.C.Marlene Carol Kayser — HERITAGE WAY ADVISORS, L.L.C.Kathryn Lynn Troutner Calagui — SAVANT CAPITAL, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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