John Orthman
John Orthman is a registered investment advisor at Oneamerica Securities, INC., based in Waltham, MA, with 37 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 2,300 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Overall advisory fees generally range from 0.25% to 2.00% of assets under management, depending on the program and investments selected.
Fee Estimator
Location
400 Fifth Avenue, Suite 520, Waltham, MA, 02451
Get directionsHistory
Regulatory History (1)
Criminal
February 2013Other Business ActivitiesSells Insurance
John sells non-variable insurance products such as fixed life, fixed annuities, and health insurance. He is also a board member of the Bellingham Business Association and a board director for Women in Action, Inc.
Employment History
Current Registrations
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Previous Registrations
New England SecuritiesBroker
National Financial Services CorporationBroker
Fidelity Brokerage Services, INC.Broker
State Registrations11 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.
Exams
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