Mark W. Oelschlager

OELSCHLAGER INVESTMENTS

Akron, OH 44333

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CRD#: 2212827

Professional summary

Mark Wesley Oelschlager, CFA is a registered financial advisor currently at OELSCHLAGER INVESTMENTS located in Akron, Ohio.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mark has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Wesley Oelschlager's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

June 28, 2021 - Present

OELSCHLAGER INVESTMENTS

Office #1: 4040 Embassy Pkwy Suite 320, Akron, OH 44333

RIA

CRD#: 306035

Akron, OH

Past

May 6, 1992 - May 11, 1993

S.N. PHELPS & CO.

CRD#: 18341

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OELSCHLAGER INVESTMENTS

OELSCHLAGER INVESTMENTS | OELSCHLAGER INVESTMENTS LLC

CRD#: 306035 / SEC#: 801-117587

RIA

Registered Investment Advisory firm - (11/7/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(6/28/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/18/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/5/1992

General Securities Representative Examination

Current Firm

OELSCHLAGER INVESTMENTS

OELSCHLAGER INVESTMENTS | OELSCHLAGER INVESTMENTS LLC

CRD#: 306035 / SEC#: 801-117587

RIA

Registered Investment Advisory firm - (11/7/2019 Approved)

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Contact information

Main Address

4040 Embassy Pkwy Suite 320, Akron, OH 44333

Mailing Address

Phone number

(330) 664-9920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	22
AUM (Assets Under Management)	$ 63,112,887

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Mark W. Oelschlager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Wesley Oelschlager's CRS (Customer Relationship Summary).

Certified licenses

Experience

OELSCHLAGER INVESTMENTS

S.N. PHELPS & CO.

Primary Firm SEC Registration

OELSCHLAGER INVESTMENTS

State Registrations and Notice Filings

Exams

Series 63

Date: 5/18/1992

Series 7

Date: 5/5/1992

Current Firm

OELSCHLAGER INVESTMENTS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OELSCHLAGER INVESTMENTS

TRUST BUT VERIFY

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