Mindy Oglesby (CRD# 7732493) is an Investment Advisor Representative working at Oglesby Wealth Strategies, LLC in Watkinsville, GA and has 1 year of experience in the finance industry. Mindy Oglesby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3012105
Lpl Financial LLC
CRD# 6794724
Arch Financial Planning, LLC
CRD# 6374744
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oglesby Wealth Strategies, LLC | Bishop, GA | May 2023 - Current | 1 |
| Jwl Properties LLC | Bishop, GA | Sep 2020 - Current | 3 |
| Oglesby Financial Group, Inc. | Bishop, GA | Aug 2012 - Current | 11 |
- GA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
GA
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