John Belser
John Belser is a registered investment advisor at Belser Pinnacle Financial Advisors, LLC, based in Bellefontaine, OH, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Belser Pinnacle Financial Advisors does not directly manage client investments. Pinnacle Advisors manages the investments and pays Belser Pinnacle Financial Advisors a portion of the investment advisory fees. Refer to Pinnacle Advisors' brochure for investment management fee information.
Location
204 E. Columbus Ave., Bellefontaine, OH, 43311
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Regulatory History
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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John owns John T. Belser CPA, a CPA firm in Bellefontaine, OH, which is a full-time business. Only a portion of his time is devoted to investment advisory work.
Employment History
Current Registrations
Belser Pinnacle Financial Advisors, LLC
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.