Tamara A. Oglesby

GREAT NORTHERN ASSET MANAGEMENT

VANCOUVER, WA 98660-2990

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CRD#: 4773679

Professional summary

Tamara Anne Oglesby, who also goes by Tamera Anne Oglesby, Thomas Norman Oglesby, is a registered financial advisor currently at GREAT NORTHERN ASSET MANAGEMENT, LLC located in Vancouver, Washington.

Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Tamara has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tamera Anne Oglesby | Thomas Norman Oglesby

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 Tamara Anne Oglesby'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®

None

Experience

Current

May 13, 2008 - Present

GREAT NORTHERN ASSET MANAGEMENT, LLC

Office #1: 1111 Main Street Suite 650, Vancouver, WA 98660-2990

RIA

CRD#: 139457

VANCOUVER, WA

Past

October 28, 2004 - January 14, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

GREAT NORTHERN ASSET MANAGEMENT, LLC

CRD#: 139457 / SEC#: 801-66214

RIA

Registered Investment Advisory firm - (3/6/2006 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

Oregon
(5/13/2008)

IAR

Texas
(2/20/2018)

IAR

Washington
(5/13/2008)

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

IAR

Series 65

Date: 5/12/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/25/2004

General Securities Representative Examination

Current Firm

GREAT NORTHERN ASSET MANAGEMENT, LLC

CRD#: 139457 / SEC#: 801-66214

RIA

Registered Investment Advisory firm - (3/6/2006 Approved)

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Contact information

Main Address

1111 Main Street Suite 650, Vancouver, WA 98660-2990

Mailing Address

Phone number

(360) 567-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

20250613 FORM ADV P2 GNAM (7/11/2025)

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 222,308,614

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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Tamara A. Oglesby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Anne Oglesby's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT NORTHERN ASSET MANAGEMENT, LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

GREAT NORTHERN ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/12/2008

Series 7

Date: 10/25/2004

Current Firm

GREAT NORTHERN ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREAT NORTHERN ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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