![Erik W. Ogard](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Erik W. Ogard
Chief Investment Officer at WealthPlan Investment Management LLC
Profile
Erik W.
Ogard is currently the Chief Investment Officer at WealthPlan Investment Management LLC since 2021.
Prior to this, he worked as a Director at Russell Investment Management LLC from 2010 to 2011.
Erik W. Ogard active positions
Companies | Position | Start |
---|---|---|
WealthPlan Investment Management LLC
![]() WealthPlan Investment Management LLC Investment ManagersFinance WealthPlan Investment Management LLC (WPIM) is an investment advisory firm headquartered in Omaha, Nebraska. The firm was founded in 2020 and is a subsidiary of WealthPlan Group LLC. WPIM provides investment advice to individual and institutional clients. | Chief Investment Officer | 30/11/2021 |
Former positions of Erik W. Ogard
Companies | Position | End |
---|---|---|
Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
Private companies | 2 |
---|---|
Russell Investment Management LLC
![]() Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Finance |
WealthPlan Investment Management LLC
![]() WealthPlan Investment Management LLC Investment ManagersFinance WealthPlan Investment Management LLC (WPIM) is an investment advisory firm headquartered in Omaha, Nebraska. The firm was founded in 2020 and is a subsidiary of WealthPlan Group LLC. WPIM provides investment advice to individual and institutional clients. | Finance |
- Stock Market
- Insiders
- Erik W. Ogard