Ogard Wealth Management, LLC
Ogard Wealth Management, LLC (CRD# 281921) is a financial advisory firm headquartered in , . They manage $2,218,313 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$116,753
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Joel Ogard (CRD# 6578302) is an Investment Advisor Representative working at Ogard Wealth Management, LLC in Clackamas, OR and has over 4 years of experience in the finance industry.