Nicholas Oglesby
Nicholas Oglesby is a CFP-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wichita, KS, with 20 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3500 N. Rock Road, Bldg 300, Wichita, KS, 67226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is an education series facilitator, an independent insurance agent for various companies (dedicating a few hours per week), and an advisory representative of a registered investment advisor. He is also the president and owner of Retirement Income Synergy Group (dedicating minimal time) and the founder of Good Life Financial Group (full-time).
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Financial Benefits, INC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
J.W. Cole Financial, INC.Broker
New England SecuritiesBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Investors Distribution CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.