Bryan T. Oglesby

WEALTH INTELLIGENCE | Branch Manager

COLUMBUS, GA 30295

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CRD#: 5295978

Professional summary

Bryan Todd Oglesby, CFP®, who also goes by Bryan Oglesby, is a registered financial advisor currently at WEALTH INTELLIGENCE, LLC located in Columbus, Georgia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Bryan has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Tax Planning

Estate Planning

Retirement Planning

Long-term Care

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Social Security Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Bryan 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.

(1)Name of Business: Granjas Oglesby LLC DBA Oglesby Farms Address: 425 Sandefur Rd, Meansville, GA, 30256, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintaining cattle herd (2)Name of Business: LC OGLESBY HOLDINGS, LLC Address: 425 Sandefur Rd, Meansville, GA, 30256, United States Activity Type: Personal/Private Investment Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/19/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LC Oglesby Holdings, LLC is my personal real estate/property holding company which I am the sole owner/managing member. (3)Directional Properties South, LLC dba Strait Lake; Passive Investor; Not investment related. (4)Pike County Industrial Development Authority; Board Member; Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Todd 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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

December 5, 2024 - Present

WEALTH INTELLIGENCE, LLC

Office #1: 2900 Warm Springs Rd, Columbus, GA 30295

RIA

CRD#: 333253

COLUMBUS, GA

Past

September 20, 2018 - January 6, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Zebulon, GA

Past

September 17, 2018 - January 6, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Zebulon, GA

Past

February 13, 2013 - September 17, 2018

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

GRIFFIN, GA

Past

February 13, 2013 - September 17, 2018

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

GRIFFIN, GA

Past

November 12, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

November 8, 2010 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

Past

May 14, 2007 - November 10, 2010

EDWARD JONES

RIA

CRD#: 250

THOMASTON, GA

Past

April 16, 2007 - November 10, 2010

EDWARD JONES

CRD#: 250

THOMASTON, GA

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".

WEALTH INTELLIGENCE, LLC

CRD#: 333253 / SEC#: 801-131320

RIA

Registered Investment Advisory firm - (10/18/2024 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

Georgia
(12/5/2024)

IAR

Texas
(3/19/2025)

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 66

Date: 4/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/20/2020

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/29/2020

General Securities Sales Supervisor - Options Module Examination

Current Firm

WEALTH INTELLIGENCE, LLC

CRD#: 333253 / SEC#: 801-131320

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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Contact information

Main Address

2900 Warm Springs Rd, Columbus, GA 30295

Mailing Address

Phone number

(706) 571-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH INTEL ADV PART 2A_FINAL 9.18.2024 (9/25/2025)

Regulatory assets under management

Total Number of Accounts	434
AUM (Assets Under Management)	$ 243,874,109

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Bryan T. Oglesby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Todd Oglesby's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

WEALTH INTELLIGENCE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/27/2007

SIE

Date: 10/1/2018

Series 7

Date: 4/13/2007

Series 10

Date: 10/20/2020

Series 9

Date: 6/29/2020

Current Firm

WEALTH INTELLIGENCE, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH INTELLIGENCE, LLC

TRUST BUT VERIFY

Contact information

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