MO
Mindy Oglesby
OGLESBY WEALTH STRATEGIES
WATKINSVILLE, GA 30677
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CRD#: 7732493
MO
Professional summary
Mindy Oglesby is a registered financial advisor currently at OGLESBY WEALTH STRATEGIES, LLC located in Watkinsville, Georgia.
Mindy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mindy has worked at 1 firm .
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.
Name: Oglesby Financial Group, Inc. Investment related: yes Address: Bishop, GA Nature: Insurance Position/title: Insurance Broker Start: 08/2012 Hours/month: 120 Hours during securities trading: 100 Name: JWL Properties LLC Investment related: no Address: Bishop, GA Nature: Rental Property Position/title: Owner Start: 09/2020 Hours/month: 3 Hours during securities trading: 0
CRS (Client Relationship Summary) - RIA
Click below to view Mindy Oglesby's 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®
NoneExperience
Current
June 5, 2023 - Present
OGLESBY WEALTH STRATEGIES, LLC
Office #1: 1024 Twelve Oaks Drive Suite 105, Watkinsville, GA 30677RIA
CRD#: 326777
WATKINSVILLE, GA
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(6/5/2023)
Exams
Current Firm
OW
OGLESBY WEALTH STRATEGIES, LLC
OGLESBY WEALTH STRATEGIES, LLC
CRD#: 326777 / SEC#:
Georgia
Registered Investment Advisory firm - (6/5/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1024 Twelve Oaks Drive Suite 105, Watkinsville, GA 30677
Mailing Address
Phone number
(706) 795-2597
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Company Information
OGLESBY WEALTH STRATEGIES, LLC
CRD#: 326777Watkinsville, GA 30677TRUST BUT VERIFY
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