Lonnie Gordon Ogulnick
Investment adviser representative at Thepartners Wealth Management
24 yearsExperience
4 statesRegistered in
$1.2BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
24 years in the industry.
- Thepartners Wealth ManagementDec 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2025
- Securities America Advisors, Inc.Jul 2020 to Jun 2024
- Securities America, Inc.Jul 2020 to Jun 2024
- Investacorp Advisory ServicesJan 2017 to Jul 2020
- Investacorp IncJan 2017 to Jul 2020
- Ladenburg, Thalmann & Co., Inc.Nov 2002 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 4 states (FL, MA, NC, TX).
Thepartners Wealth Management
Legal name: The Partners Wealth Management, LLC
$1.2BAssets managed
6,212Clients
35Advisers
4 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
- 3078454
- Firm CRD
- 314816