Joel Ogard, financial advisor Clackamas OR

Joel Ogard

CRD Number: 6578302
Current Firm: Ogard Wealth Management, LLC

Joel Ogard (CRD# 6578302) is an Investment Advisor Representative working at Ogard Wealth Management, LLC in Clackamas, OR and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Glad, Inc. (dba Oregon Driver Training Institute) Eugene, OR Jun 2016 - Current 7
Ogard Wealth Management, LLC Clackamas, OR Jan 2015 - Current 9
Dentech Pro Clackamas, OR Jul 2014 - Oct 2015 1
Joel Ogard Fine Art Clackamas, OR Apr 1983 - Jul 2014 31
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Joel T. Ogard
Phone Number: 503-807-7216
Firm Website: http://linkedin.com
Registered State(s):
Current Firm Details
Ogard Wealth Management, LLC
Firm's CRD Number: 281921
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $185,485
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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