Bryan Todd Oglesby
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Insurance Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Long-term Care
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Social Security Planning
Other Aliases
Bryan Oglesby
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH INTELLIGENCE, LLC
Contact Information
Main Address
2900 Warm Springs Rd, Columbus, GA 30295Phone Number
(706) 571-2100# of Employees
5SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
414AUM (Assets Under Management)
$247,495,975Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2026 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
WEALTH INTELLIGENCE, LLC
State Registrations and Notice Filings
(12/5/2024)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Oct 2020About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jun 2020About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Bryan Todd Oglesby's CRS (Customer Relationship Summary).
Services Offered by Bryan
- Insurance Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Retirement Planning
- Long-term Care
- Comprehensive Financial Planning
- Employee and Employer Plan Benefits
- Social Security Planning
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