John Vanweelden
John Vanweelden is a registered investment advisor at Vanweelden Wealth Management, LLC, based in West Chester Township, OH, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 203 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VanWeelden Wealth charges a fee based on the value of your portfolio, up to 1.00% annually. The fee is paid quarterly, in advance. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the advisor. Fees may be negotiable.
Location
8905 Cincinnati Dayton Rd, West Chester Township, OH, 45069
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 2007Other Business ActivitiesSells Insurance
John is involved in several business activities, including insurance sales (life, health, long-term care, and disability) through Vanweelden Group LLC, taking a few hours per week. He also manages finances for a dog training business, manages commercial real estate, and owns an educational book on retirement, each requiring minimal time.
Employment History
Current Registrations
Vanweelden Wealth Management, LLC
Previous Registrations
Spc
Sigma Financial CorporationBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 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.