Bryan Oglesby has been Chief Executive Officer of Wealth Intelligence since September 2018, is a control person of the firm and directly owns 75% or more of it. Bryan Oglesby holds a Bachelor of Science in Business Administration from the University of Phoenix, an A.A.S. in Industrial Electronics from Southern Crescent Technology College and an Executive program in financial planning from the University of Georgia.
Wealth Intelligence, LLC is a Columbus, GA firm with $247M under management, 228 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Bryan Oglesby is Founder of Wealth Intelligence in Georgia. He founded the firm in Zebulon, Georgia, and soon after acquired a second location in Columbus, Georgia. He began his career 26 years ago and worked as a financial advisor at Edward Jones from 2007 and at Morgan Keegan from 2010; Morgan Keegan was acquired by Raymond James in 2012.
Bryan Oglesby’s longest registration was 6 years at Raymond James Financial Services Advisors, Inc (2018–2025). Before joining Wealth Intelligence in 2024, Bryan Oglesby was registered through Raymond James Financial Services Advisors, Inc and Raymond James & Associates, Inc.
- Wealth Intelligence, LLCCurrent– present · 1 yearColumbus, GA · Adviser representative · Firm CRD 333253
- Raymond James Financial Services Advisors, Inc– · 6 yearsZebulon, GA · Adviser representative · Firm CRD 149018
- Raymond James & Associates, Inc.– · 5 yearsGriffin, GA · Adviser representative · Firm CRD 705
- Morgan Keegan & Company, Inc.– · 2 yearsAtlanta, GA · Adviser representative · Firm CRD 4161
- Edward Jones– · 3 yearsThomaston, GA · Adviser representative · Firm CRD 250
Professional designations
Listed by Wealth Intelligence
- CFP®
- CEPA®
Investment adviser representative registrations
Bryan Oglesby is registered as an investment adviser representative in 2 states. The first approvals date from December 2024; the most recent is Texas, in March 2025.
- GeorgiaSince 5 December 2024
- TexasSince 19 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 10 | General Securities Sales Supervisor - General Module Examination | 20 October 2020 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 June 2020 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 April 2007 |
| Series 7 | General Securities Representative Examination | 13 April 2007 |
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Todd Oglesby
- CRD
- 5295978
- Firm
- Wealth Intelligence · CRD 333253
- Role
- Chief Executive Officer
- Office
- 2900 WARM SPRINGS RD, Columbus, GA 30295
- Registration
- Investment adviser registration
- In the industry since
- April 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthintel.com
Where does Bryan Oglesby work?
Bryan Oglesby has been Chief Executive Officer of Wealth Intelligence, LLC since September 2018, and is a control person of the firm.
Is Bryan Oglesby a financial advisor?
Yes. Bryan Oglesby has a current investment-adviser registration in Georgia and Texas, through Wealth Intelligence since December 2024.
How many years of experience does Bryan Oglesby have?
Bryan Oglesby has 19 years in the financial industry, since April 2007, across 5 adviser firms.
What exams has Bryan Oglesby passed?
Bryan Oglesby has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in April 2007. FINRA credited Bryan Oglesby with the SIE, which began in October 2018.
Where did Bryan Oglesby work before Wealth Intelligence?
Before Wealth Intelligence, Bryan Oglesby was registered through Raymond James & Associates, Inc., February 2013 to September 2018; Morgan Keegan & Company, Inc., November 2010 to February 2013; Edward Jones, May 2007 to November 2010.
Where is Bryan Oglesby based?
Bryan Oglesby’s registered office is in Columbus, GA.
Is Bryan Oglesby registered with FINRA?
No. Bryan Oglesby has no current broker registration.
Is Bryan Oglesby a CFP?
Wealth Intelligence lists Bryan Oglesby with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Bryan Oglesby’s record?
Search CRD 5295978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Oglesby’s full registration record.
