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Gregory Ohl

25 Years of Experience
Pittsburgh, PA
3 DisclosuresBroker

Gregory Ohl is a registered investment advisor at Wells Fargo Advisors, based in Pittsburgh, PA, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1501 Reedsdale St, Ste 4005, Pittsburgh, PA, 15233

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History

Regulatory History (3)
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
July 2011
Customer Dispute
March 2009
Closed-No Action
Customer Dispute
November 2006
Denied
Other Business Activities

Gregory has several investment-related activities, including ownership in OHL Real Estate Holdings LLC, rental properties, and Heritage Seubert Financial LLC. He also serves as trustee for OHL Capital 401k & PSP and owns OHL Capital, LLC, dedicating full-time hours to supporting his financial practice.

Employment History
Current Registrations
Wells Fargo Advisors
September 2016 - Present · 9 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
Edward JonesBroker
September 2000 - July 2011 · 10 yrs 10 mos
State Registrations23 states
CACOCTFLILINMDMEMIMONCNENJNYOHORPASCTNTXVAWAWV
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.
Gregory Ohl - Financial Advisor | TrueAdvisor