Bryan Todd Oglesby
Investment adviser representative at Wealth Intelligence, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$247.5MFirm 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 assetsHourlyFixed 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.
- Wealth Intelligence, LLCOct 2018 to now
- Raymond James Financial Services Advisors, IncSep 2018 to Jan 2025
- Raymond James Financial Services, IncSep 2018 to Jan 2025
- Raymond James & Associates, Inc.Feb 2013 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Wealth Intelligence, LLC
$247.5MAssets managed
228Clients
3Advisers
1 yearIn 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
- 5295978
- Firm CRD
- 333253