Samuel
Ogles

Timothy Financial Counsel, Inc

CRD#7214486
Investment Advisor
in Wheaton, IL

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About this Advisor

Samuel Ogles is a financial advisor based in Wheaton, Illinois, working with Timothy Financial Counsel, Inc. Samuel has previously held positions at Bw River North Hotel, Transforming Center, Christianity Today International, Freelance Writer, Sole Proprietor - Samuelogles.Com, Thrivent Investment Management Inc, Thrivent Financial, Timothy Financial Counsel, Inc, and Formation Circle LLC. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Samuel is part of Timothy Financial Counsel, Inc, which operates out of Wheaton, Illinois. The firm has 17 employees and offers financial planning services. The fee structure at Timothy Financial Counsel, Inc includes hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

104 E. Roosevelt Road Suite 200
Wheaton, IL 60187

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Timothy Financial Counsel, Inc Brokerage Details

Total Number of Employees

17

IL Average: 44

Investment Advisory Services

  • Financial planning services

Samuel Ogles Work History

2023 - Present (1 year)

Timothy Financial Counsel, Inc

2023 - Present (1 year)

Formation Circle LLC

2020 - 2023 (3 years)

Thrivent Investment Management Inc

2020 - 2020 (< 1 year)

Thrivent Financial

2020 - 2023 (3 years)

Thrivent Financial

2019 - 2020 (1 year)

Transforming Center

2017 - 2023 (6 years)

Sole Proprietor - Samuelogles.Com

2016 - 2019 (3 years)

Christianity Today International

2015 - 2016 (1 year)

Christianity Today International

2014 - 2020 (6 years)

Freelance Writer

2013 - 2014 (1 year)

Bw River North Hotel

Disclosures

Please visit the SEC profile of Samuel Ogles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Timothy Financial Counsel, Inc

Joshua Henderson
Wheaton, IL
Andrew Lindquist
Wheaton, IL
Gregory Bricknell
Wheaton, IL
Charis Ellis
Wheaton, IL
Jacob Frerichs
Wheaton, IL
Samuel Ogles
Wheaton, IL
Lydia Newby
Wheaton, IL
Andrew Swierenga
Wheaton, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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