Erik William Ogard

Employer firm

Cwc Advisors, LLC CRD 127739

$445M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)

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

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

Current Employers

Employment History

• 04/2013 → 07/2018
  Monea Investments, Llc
  Tacoma, WA
• 07/2018 → 06/2020
  Russell Investments
  Seattle, WA
• 12/2021 → 01/2025
  Wealthplan Investment Management Llc
  Omaha, NE
• 01/2022 → 01/2025
  Wealthplan Investment Management Llc Dba, Wealthplan Pacific Nw
  Omaha, NE
• 06/2020 → 12/2021
  Unemployed
  Gig Harbor, WA
• 01/2025 → Present
  Cwc Advisors, Llc
  Lake Oswego, OR

Previous Registrations

• 2022-01-14 → 2024-12-31
  Wealthplan Investment Management Llc
  Omaha, NE
  Gig Harbor, WA
• 2021-07-22 → 2021-12-01
  Fortitude Advisory Group L.L.C.
  University Place, WA
  Gig Harbor, WA
• 2013-10-16 → 2018-04-27
  Monea Investments, Llc
  Tacoma, WA

Other Businesses

Ogard Capital Market Research, LLC.; Investment-related; 3606 Fox Ct. Gig Harbor, WA 98335; Capital Markets Research; Owner; Researcher, ETF provider; 01/2025; 60 hours/month; 20 hours/month during securities trading hours; ETF management, stock research, and model creation. The WealthPlan Group/WealthPlan Compliance; Investment-related; 3606 Fox Ct. Gig Harbor, WA 98335; Advise retirement plan team and work with advisors on client messaging; Consultant effective; 11/2024; 5 hours/month. 0 during securities trading hours; communications role for client meetings on investment content.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-20

Designations

• Chartered Financial Analyst