John Wahl is a CFP, ChFC-designated registered investment advisor, based in Clayton, MO, with 11 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
230 S Berniston Ave, Suite 910, Clayton, MO, 63105
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John sells fixed insurance as an agent since 2019, dedicating minimal time. He also co-owns JPW, LLC (a holding company for rental property), Mississippi Wedge, LLC (to hold private investment interests), and Wedge II, LLC (to facilitate securities, advisory, and insurance business).
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
B Riley Wealth Management
B. Riley Wealth ManagementBroker
Raymond James & Associates, INC.Broker
State Registrations11 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.
Exams
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