Cale Ogi
Investment Adviser Representative at REA Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Cale Ogi is an investment adviser representative in New Philadelphia, OH, currently registered with REA Wealth Management and Commonwealth Financial Network. They have worked in the securities industry since 2023. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Commonwealth Financial NetworkJun 2023 – Jan 2025Waltham, MA
- Whitcomb & HessMay 2022 – May 2023Ashland, OH
- Buckeye LawnsJun 2017 – Aug 2022Millersburg, OH
- FedexJun 2020 – Aug 2020Ashland, OH
- West Holmes High SchoolSep 2015 – May 2019Millersburg, OH
- Rea Wealth ManagementJun 2023 – Jan 2025New Philadelphia, OH
- Investment Partners d/b/a Rea Wealth ManagementJan 2025 – no end date reportedNew Philadelphia, OH
- Commonwealth Financial NetworkJan 2025 – no end date reportedWaltham, MA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About REA Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- PPS Select - First $250,0000.25%
- PPS Select - Next $250,0000.20%
- PPS Select - Next $500,0000.15%
- PPS Select - Above $1,000,0000.10%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, investment management, retirement planning, charitable giving, business planning, employee retirement plans, executive compensation, and estate planning. The firm coordinates decisions with clients' accountants, lawyers, and other professionals.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 11
- Offices listed on AdvisorFinder:
- 5
- Main office:
- New Philadelphia, OH
- SEC file number:
- 801-55069
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 29, 2026
View full firm profileOther advisors at REA Wealth Management
10 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cale Ogi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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