Mindy Oglesby

Employer firm

Oglesby Wealth Strategies, LLC CRD 326777

70 advisory clients

Reported services (Item 5G)

• Financial planning
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2023 → Present
  Oglesby Wealth Strategies, Llc
  Bishop, GA
• 08/2012 → Present
  Oglesby Financial Group, Inc.
  Bishop, GA
• 09/2020 → Present
  Jwl Properties Llc
  Bishop, GA

Other Businesses

Name: Oglesby Financial Group, Inc. Investment related: yes Address: Bishop, GA Nature: Insurance Position/title: Insurance Broker Start: 08/2012 Hours/month: 120 Hours during securities trading: 100 Name: JWL Properties LLC Investment related: no Address: Bishop, GA Nature: Rental Property Position/title: Owner Start: 09/2020 Hours/month: 3 Hours during securities trading: 0

Designations

• Certified Financial Planner