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Mark Wesley Oelschlager

OELSCHLAGER INVESTMENTS LLC·AKRON, Ohio
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4040 EMBASSY PKWY SUITE 320, AKRON, OH 44333CRD# 2212827Firm CRD# 306035
01

About

Mark Wesley Oelschlager is a registered financial advisor based in AKRON, Ohio, affiliated with OELSCHLAGER INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
OELSCHLAGER INVESTMENTS LLC
OELSCHLAGER INVESTMENTS
AUM
$52M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OELSCHLAGER INVESTMENTS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2212827
Firm CRD# 306035
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Wesley Oelschlager offer?
Mark Wesley Oelschlager specializes in Investment Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.
What are Mark Wesley Oelschlager's credentials?
Mark Wesley Oelschlager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Wesley Oelschlager located?
Mark Wesley Oelschlager is based in AKRON, Ohio, working with OELSCHLAGER INVESTMENTS LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Mark Wesley Oelschlager charge for services?
Mark Wesley Oelschlager'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 OELSCHLAGER INVESTMENTS LLC?
OELSCHLAGER INVESTMENTS LLC has approximately 4 employees and manages $52M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in AKRON
Tina Tan Oelschlager — OELSCHLAGER INVESTMENTS LLCDavid Kenton Critzer — VALMARK ADVISERS INCAaron Winfield Seil — TRUE WEALTH DESIGN, LLCChristopher Brian Thom — SEQUOIA FINANCIAL ADVISORS, L.L.C.Thomas Michael Presper — PRESPER FINANCIAL ARCHITECTS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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