Cale Ogi has been an investment adviser representative at Investment Partners since April 2025, and is not listed among the firm’s executive officers or direct owners.
Investment Partners LTD is a New Philadelphia, OH firm with $892M under management, 938 clients and 11 advisers across 8 offices, as of its May 2026 filing.
Cale Ogi’s longest registration is the current one, 3 years at Commonwealth Financial Network since 2023.
- Rea Wealth ManagementCurrent– present · 1 yearNew Philadelphia, OH · Adviser representative · Firm CRD 108913
- Commonwealth Financial NetworkAlso current– present · 3 yearsAdviser representative · Firm CRD 8032
Investment adviser representative registrations
Cale Ogi is registered as an investment adviser representative in Ohio, since September 2023.
- OhioSince 21 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 September 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7774986
- Firm
- Investment Partners · CRD 108913
- Office
- 419 W HIGH AVE, New Philadelphia, OH 44663
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Cale Ogi work?
Cale Ogi is an investment adviser representative registered through Investment Partners LTD since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cale Ogi a financial advisor?
Yes. Cale Ogi has a current investment-adviser registration in Ohio, through Investment Partners since April 2025.
How many years of experience does Cale Ogi have?
Cale Ogi has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Cale Ogi passed?
Cale Ogi passed the Series 65 in September 2023.
Where is Cale Ogi based?
Cale Ogi’s registered office is in New Philadelphia, OH.
Is Cale Ogi registered with FINRA?
No. Cale Ogi has no current broker registration.
How can I verify Cale Ogi’s record?
Search CRD 7774986 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cale Ogi’s full registration record.
