Erik William Ogard
Investment adviser representative at Cwc Advisors, LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$445.3MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cwc Advisors, LLCJan 2025 to now
- Wealthplan Investment Management LLC dba, Wealthplan Pacific NwJan 2022 to Jan 2025
- Wealthplan Investment Management LLCDec 2021 to Jan 2025
- UnemployedJun 2020 to Dec 2021
- Russell InvestmentsJul 2018 to Jun 2020
- Monea Investments, LLCApr 2013 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (OR, WA).
Cwc Advisors, LLC
$445.3MAssets managed
232Clients
5Advisers
23 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
- 2316458
- Firm CRD
- 127739