Gregory Inouye Oda
Investment adviser representative at Ag Financial
18 yearsExperience
1 stateRegistered in
$103.5MFirm assets
20 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- Greg OdaJan 2009 to now
- United Planners' Financial ServicesJun 2008 to now
- Ag Financial, LLCApr 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Ag Financial
Legal name: Ag Financial, LLC
$103.5MAssets managed
188Clients
2Advisers
20 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
- 5011288
- Firm CRD
- 140226