AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AO

Austin J. Oglesby

Some features on this profile are disabled
CRD#: 7285840
AO

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Austin James Oglesby was a registered financial professional .

Austin is a previously registered financial professional and started their career in finance in 2021. Austin had worked at 1 firm and has passed the Series 65 and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
UC Davis; No; 1 Shields Ave, Davis, CA 95618; Academic; Reader; 09/2019; 16 hours per week; 0 hours per month during trading hours; I grade homework.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 15, 2021 - May 3, 2022

INSIDEOUT WEALTH STRATEGIES, LLC

RIA
CRD#: 290389
Davis, CA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/14/2021
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/26/2021
Securities Industry Essentials Examination

Current Firm


IW
INSIDEOUT WEALTH STRATEGIES, LLC
INSIDEOUT WEALTH STRATEGIES, LLC

CRD#: 290389 / SEC#:

California
Registered Investment Advisory firm - (1/19/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Cupertino, CA
Mailing Address
Phone number
(408) 833-7393
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts99
AUM (Assets Under Management)$ 53,462,000

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.

Company Information


INSIDEOUT WEALTH STRATEGIES, LLC

CRD#: 290389

TRUST BUT VERIFY

Monitor Austin Oglesby

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics