LPL Financial
38yrs
Top advisor by experience in Millersburg
3yrs
Cale Ogi
Financial advisor at Commonwealth Financial Network
Based in Millersburg, Ohio, Cale Ogi is a fiduciary financial advisor with 3 years of industry experience. Cale has been with Commonwealth Financial Network since 2023. Commonwealth Financial Network offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 7 advisors with offices in Millersburg, and one of 5 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office212 North Washington Street, Millersburg, OH 44654
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowREA Wealth ManagementCurrent
- 2023 – nowCommonwealth Financial NetworkCurrent firm
Questions to ask Cale
Tailored to Cale’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Cale
How do I contact Cale?
Call Commonwealth Financial Network at 781-736-0700 and ask for Cale Ogi. Cale works from the Millersburg, OH office.
How long has Cale been a financial advisor?
Cale has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Cale hold?
Series 65. Tap any license on this page to see what it allows.
Is Cale a fiduciary?
Cale is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cale paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Cale for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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