JH
CFP
JH
CFP

John Hoemeyer

37 Years of Experience
St. Louis, MO
BrokerSells Insurance

John Hoemeyer is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in St. Louis, MO, with 37 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9246 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K

Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.

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Location

11440 Olive Blvd, Suite 250, St. Louis, MO, 63141

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an independent contractor at Horizon Financial Group, offering traditional insurance products, dedicating a few hours per week. He is also a general partner in Hoemeyer Holdings LLC and a board member for New Haven Care Center, spending minimal time on each.

Employment History
Current Registrations
Osaic Wealth, INC.
March 2009 - Present · 17 yrs 2 mos
Osaic Wealth, INC.Broker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Premier Financial Partners, LLC
October 2004 - July 2022 · 17 yrs 9 mos
Linsco/private Ledger CORP.Broker
May 2004 - August 2005 · 1 yr 3 mos
Linsco/private Ledger CORP.
May 2004 - August 2005 · 1 yr 3 mos
Ws Griffith Securities, INC.
October 1995 - June 2004 · 8 yrs 8 mos
Ws Griffith Securities, INC.Broker
March 1993 - June 2004 · 11 yrs 3 mos
New England SecuritiesBroker
January 1990 - March 1993 · 3 yrs 2 mos
The B. Mills CorporationBroker
November 1988 - January 1990 · 1 yr 2 mos
State Registrations18 states
AZCACOFLGAILINKYLAMNMONCNJNMOHOKTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.