# ERIK WILLIAM OGARD

ERIK WILLIAM OGARD is an investment adviser representative (IAR) with state registration records since 2013, appearing at 4 firms. Currently registered with CWC ADVISORS, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CWC ADVISORS, LLC](https://search.stillhousedata.com/firm/127739) | 2025-02-06 | present | Yes |
| [WEALTHPLAN INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/311364) | 2022-01-14 | 2024-12-31 | — |
| [FORTITUDE ADVISORY GROUP L.L.C.](https://search.stillhousedata.com/firm/116083) | 2021-07-22 | 2021-12-01 | — |
| [MONEA INVESTMENTS, LLC](https://search.stillhousedata.com/firm/168037) | 2013-10-16 | 2018-04-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2316458)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2316458.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.