JV
JV

John Vrablic

25 Years of Experience
Avon, OH
2 DisclosuresSells Insurance

John Vrablic is a registered investment advisor at T.I.P.S. 4 Reps, based in Avon, OH, with 25 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, High Net Worth, Retirement Planning. Their firm serves 9 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$17.7M

Fee Structure

Investment management only (planning not offered)

IRIS provides customized investment advisory solutions, often recommending independent investment managers. Fees range from 0.00% to 1.50% annually, depending on the complexity of services, assets managed, and the overall relationship. The fees may be negotiable. When IRIS receives a referral fee from the independent manager, the client does not pay a fee directly to IRIS. The total blended fee, including the IRIS fee and the Independent Manager’s fee, will not exceed 2.00% annually.

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Location

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2007
Customer Dispute
December 1995
Settled
Other Business ActivitiesSells Insurance

John sells life and disability insurance since 2004, dedicating a few hours per week. He is also a part owner of Integrated Retirement Plan Solutions since 2014 and president of T.I.P.S 4 Reps Inc. since 2007, managing the organization.

Employment History
Current Registrations
T.I.P.S. 4 Reps
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Newedge Advisors
January 2023 - November 2024 · 1 yr 10 mos
T.I.P.S. 4 Reps
March 2008 - January 2023 · 14 yrs 10 mos
Capital Analysts, Incorporated
October 2004 - April 2007 · 2 yrs 6 mos
Vantage Financial Group, INC.
August 1999 - October 2004 · 5 yrs 2 mos
State Registrations3 states
CAOHTX
Advisor

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.