Samuel Ogles

Employer firm

Timothy Financial Counsel, Inc. CRD 123037

1,007 advisory clients

Reported services (Item 5G)

• Financial planning

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → 01/2020
  Transforming Center
  Wheaton, IL
• 01/2015 → 10/2016
  Christianity Today International
  Carol Stream, IL
• 08/2014 → 03/2020
  Freelance Writer
  Glen Ellyn, IL
• 10/2016 → 02/2019
  Christianity Today International
  Carol Stream, IL
• 02/2019 → 03/2019
  Unemployed
  Glen Ellyn, IL
• 07/2017 → 12/2023
  Sole Proprietor - Samuelogles.cOm
  Glen Ellyn, IL
• 02/2020 → 04/2023
  Thrivent Investment Management Inc
  Downers Grove, IL
• 03/2020 → 09/2020
  Thrivent Financial
  Appleton, WI
• 09/2020 → 04/2023
  Thrivent Financial
  Appleton, WI
• 05/2023 → Present
  Timothy Financial Counsel, Inc.
  Wheaton, IL
• 12/2023 → Present
  Formation Circle Llc
  Glen Ellyn, IL

Previous Registrations

• 2020-07-09 → 2023-05-15
  Thrivent Investment Management Inc.
  Downers Grove, IL
  Geneva, IL

Other Businesses

Formation Circle LLC POSITION:Owner NATURE: I have a "spirituality" business, offering speaking, writing, editing, teaching, and facilitating sessions--all for both individuals and groups on spiritual and faith-related topics. I ama sole proprietor and make money from all of these areas. The majority of these activities are compensated. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 293 May Ave, Glen Ellyn IL 60137, United States DESCRIPTION: I create written content spirituality-related topics for payment from readers and publishers I edit content occasionally for others on topics within my wheelhouse (faith and spirituality--never financial) I offer spiritual direction to individuals and groups seeking it. These are 1-hour sessions (currently all remote/virtual) to talk about an individual's faith life and to offer companionship and occasional guidance on a spiritual and faith level. I am compensated for my services here. I give Enneagram workshops and teaching both in-person and virtually. The Enneagram is a spiritual tool for engaging "personality", similar to MBTI or Strengthsfinder. As a certified teacher, I receive compensation for my teaching in all its forms (writing, speaking, one-one-one sessions, etc.). I speak occasionally to groups about spirituality. Often receive compensation.

Exams

• S66 Uniform Combined State Law Examination
  2020-07-08

Designations

• Certified Financial Planner