Mark Wesley Oelschlager
Investment adviser representative at Oelschlager Investments
19 yearsExperience
1 stateRegistered in
CFADesignation
$93.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Oelschlager Investments LLCApr 2019 to now
- Oak Associates, ltd.Oct 2000 to Jan 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oelschlager Investments
Legal name: Oelschlager Investments LLC
$93.3MAssets managed
26Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2212827
- Firm CRD
- 306035