Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Timothy Ogard is an Investment Adviser Representative associated with Ogard Wealth Management, LLC. Joel has a Series 65 license and is registered with the state of Oregon. He has been in the financial industry for over 10 years. Joel specializes in portfolio management for individuals. He is currently actively registered with the state of Oregon as an Investment Advisor Representative. Joel is committed to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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01/06/2024 - Present
Ogard Wealth Management, LLC (CLACKAMAS OR)
IA
Issued 02/20/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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