EW
Erik William Ogard
CRD 2316458
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Cwc Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wealthplan Investment Management Llc
Chief Investment Officer · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗