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Tamara Anne Oglesby

GREAT NORTHERN ASSET MANAGEMENT, LLC·VANCOUVER, Washington
Unclaimed Profile
1111 MAIN STREET, VANCOUVER, WA 98660-2990CRD# 4773679Firm CRD# 139457
01

About

Tamara Anne Oglesby is a registered financial advisor based in VANCOUVER, Washington, affiliated with GREAT NORTHERN ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

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

Firm Overview

Firm
GREAT NORTHERN ASSET MANAGEMENT, LLC
GREAT NORTHERN ASSET MANAGEMENT, LLC
AUM
$200M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at GREAT NORTHERN ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4773679
Firm CRD# 139457
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tamara Anne Oglesby offer?
Tamara Anne Oglesby specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in VANCOUVER, Washington for a consultation.
What are Tamara Anne Oglesby's credentials?
Tamara Anne Oglesby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tamara Anne Oglesby located?
Tamara Anne Oglesby is based in VANCOUVER, Washington, working with GREAT NORTHERN ASSET MANAGEMENT, LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Tamara Anne Oglesby charge for services?
Tamara Anne 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 GREAT NORTHERN ASSET MANAGEMENT, LLC?
GREAT NORTHERN ASSET MANAGEMENT, LLC has approximately 3 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)TACOMA (62)BELLINGHAM (55)
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