Joseph Ollila has been an investment adviser representative at Aegis Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
- – present · under a yearGresham, OR · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Joseph Ollila is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- OregonSince 27 October 2025
- TexasSince 27 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Todd Ollila
- CRD
- 8175479
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- Gresham, OR
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Ollila work?
Joseph Ollila is an investment adviser representative registered through Aegis Wealth Management, Inc. since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Ollila a financial advisor?
Yes. Joseph Ollila has a current investment-adviser registration in Oregon and Texas, through Aegis Wealth Management since October 2025.
How many years of experience does Joseph Ollila have?
Joseph Ollila has 0 years in the financial industry, since October 2025, across 1 adviser firm.
What exams has Joseph Ollila passed?
Joseph Ollila passed the Series 65 in September 2025.
Where is Joseph Ollila based?
Joseph Ollila’s registered office is in Gresham, OR.
Is Joseph Ollila registered with FINRA?
No. Joseph Ollila has no current broker registration.
How can I verify Joseph Ollila’s record?
Search CRD 8175479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Ollila’s full registration record.
