Michael Ohlman
Michael Ohlman is a registered investment advisor at Janney Montgomery Scott LLC, based in Sarasota, FL, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
2 N. Tamiami Trail, Suite 608, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2021Other Business Activities
Michael is a board member for The First Tee of Sarasota-Manatee, a charitable organization, and co-owner of Baron Flyers, Inc., a Florida C-Corp owning an airplane, dedicating minimal time to each. He is also a managing member of G&M Baron Aviation, LLC, handling duties associated with airplane ownership, dedicating minimal time.
Employment History
Current Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J. W. Gant & Associates, INC.Broker
Michelin and Company, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.