John Coffman
John Coffman is a registered investment advisor at Osaic Wealth, INC., based in West Harrison, IN, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
28208 In-1 Unit #105, West Harrison, IN, 47060
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Regulatory History (1)
Customer Dispute
August 2014Other Business Activities
John is a math teacher, an investment advisor representative for Coffman Wealth Management, owner of Forever One LLC for payroll and taxes, and a high school game scorekeeper/timer. He dedicates nearly full-time hours to teaching, about a quarter of his time to Coffman Wealth Management, minimal time to Forever One LLC, and about a quarter of his time to scorekeeping/timing.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, 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.