Cale Ogi
Investment adviser representative at Rea Wealth Management
11 yearsExperience
1 stateRegistered in
$892.3MFirm assets
28 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Rea Wealth ManagementApr 2025 to now
- Investment Partners d/b/a Rea Wealth ManagementJan 2025 to now
- Commonwealth Financial NetworkJun 2023 to now
- Rea Wealth ManagementJun 2023 to Jan 2025
- Whitcomb & HessMay 2022 to May 2023
- FedexJun 2020 to Aug 2020
- Buckeye LawnsJun 2017 to Aug 2022
- West Holmes High SchoolSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (OH).
Rea Wealth Management
Legal name: Investment Partners Ltd
$892.3MAssets managed
938Clients
11Advisers
28 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
- 7774986
- Firm CRD
- 108913