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Tamara Anne Oglesby

GREAT NORTHERN ASSET MANAGEMENT, LLC·VANCOUVER, Washington
Series 7, Series 65Clean record18 years registeredGREAT NORTHERN ASSET MANAGEMENT, LLC
1111 MAIN STREET, VANCOUVER, WA 98660-2990CRD# 4773679Firm CRD# 139457

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tamara Anne Oglesby · VANCOUVER, WA
Registration
CRD #4773679 · GREAT NORTHERN ASSET MANAGEMENT, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

May 2008Jan 2026
VANCOUVER, WA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · May 13, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT NORTHERN ASSET MANAGEMENT, LLC
CRD 139457 · SEC 801-66214
AUM
$200M
Regulatory assets under management
Employees
3
152 client accounts
Services offered by GREAT NORTHERN ASSET MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

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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