John Dobbertin
John Dobbertin is a registered investment advisor at Ibn Financial Services, INC, based in Fayetteville, NY, with 27 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 519 clients with $88M 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% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.
Fee Estimator
Location
7207 East Genesee Street, Fayetteville, NY, 13066
Get directionsHistory
Regulatory History (6)
Judgment / Lien
July 2025Customer Dispute
April 2021Customer Dispute
May 2019Regulatory
December 2014Criminal
June 2010Employment Separation After Allegations
June 2009Other Business ActivitiesSells Insurance
John is involved in several outside business activities, including being the representative of record for a group health insurance plan and potentially selling group healthcare plans, as well as providing health insurance and life insurance for clients through various companies. He also scouts for the Portland Trailblazers, owns rental property, and leases office space.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
LPL Financial CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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
More Advisors
- Christopher Devoe, CFAConstellation Asset Management, INC.
- Brendan Dunuwila, CFPCommonwealth Financial Network