Adam Ogle
Advisor at Park River Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Adam Ogle is a financial advisor at Park River Advisors with a Series 65 designation and one year of industry experience. He has worked at SAP since 2011 as a Principal Enterprise Architect, focusing on guiding customers from on-premises legacy software applications to SAP’s cloud-based solutions. Park River Advisors is a small, state-registered firm providing discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, charitable organizations, and businesses. The firm employs a tactical allocation approach blending fundamental, technical, and cyclical analysis to manage customized portfolios across various asset classes.
Expertise
Based on Park River Advisors
Retirement income strategy
Social Security optimization
Income planning
Long-term care insurance
Equity compensation tax strategy
Fee options
Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.50% Over $5 million+: Negotiable
$500 per hour for Investment Consulting Services
Minimum fee: Management fees range from $2,500 to $10,000 per annum depending on strategy and account size; negotiated at discretion Fee-only: Fixed fee for Financial Planning Services up to $5,000 per plan; Investment Consulting Services fixed fee $5,000 to $20,000 per month; hourly fee $500 per hour
Location
Shorewood, IL
Most active in
Adam O has reported serving >5 clients in these states in the last 12 months.
Illinois
Work history
Park River Advisors LLC
2025 - Present (1 year)
SAP
2011 - Present (15 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Patrick K
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Shorewood, IL
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Michael P
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Lemont, IL
Pensinger Financial, Inc.
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