Sam Ogrizovich

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 10/1982 → 04/2025
  Ofm Wealth
  Orland Park, IL
• 04/2025 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 1997-10-18 → 2025-09-25
  Ofm Wealth
  Orland Park, IL
  Orland Park, IL
• 2005-03-28 → 2013-04-26
  Cambridge Investment Research Advisors, Inc.
  Orland Park, IL
• 2005-03-18 → 2005-03-28
  Cambridge Investment Research, Inc.
  Scottsdale, AZ
  Orland Park, IL
  Frankfort, IL
  Scottsdale, AZ
  Chicago Heights, IL
• 1995-04-04 → 2005-03-18
  Cetera Wealth Services, Llc
  Orland Park, IL

Other Businesses

NAME OF OBA: INSURANCE LICENSE ADDRESS OF OBA: 10709 W. 159TH STREET, ORLAND PARK, IL. 60467 NATURE: INSURANCE INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: LICENSEE DUTIES: OVERSIGHT OF EXISTING LIFE INSURANCE AND VARIABLE ANNUITIES. START DATE: 05/15/1976 APPROX. NUMBER OF HOURS/MONTH: 5.0 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 5.0

Exams

• S63 Uniform Securities Agent State Law Examination
  1982-11-04

Designations

• Certified Financial Planner