Mindy Oglesby
Mindy Oglesby is a CFP-designated registered investment advisor at Oglesby Wealth Strategies, LLC, based in Watkinsville, GA, with 2 years of industry experience. Mindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Full Financial Plan: Up to $2,500, a fixed fee.
- Hourly Consultation Services: $200 per hour.
Location
1024 Twelve Oaks Drive, Suite 105, Watkinsville, GA, 30677
Get directionsHistory
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
Mindy is an insurance broker with Oglesby Financial Group, Inc. since 2012, dedicating nearly full-time hours to this role, and owns JWL Properties LLC, a rental property, since 2020, dedicating minimal time.
Employment History
Current Registrations
Oglesby Wealth Strategies, LLC
State Registrations1 state
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