JO
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John Ohnemus
45 Years of Experience
Indianapolis, IN
2 DisclosuresBroker
John Ohnemus is a registered investment advisor at Wells Fargo Advisors, based in Indianapolis, IN, with 45 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
8888 Keystone Crossing, Ste 700, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (2)
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Customer Dispute
August 2008Denied
Customer Dispute
October 1999Denied
Employment History
Current Registrations
Wells Fargo Advisors
July 2003 - Present · 22 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Prudential Securities Incorporated
December 1993 - July 2003 · 9 yrs 7 mos
Prudential Securities IncorporatedBroker
December 1993 - July 2003 · 9 yrs 7 mos
Smith Barney Shearson INC.Broker
July 1993 - December 1993 · 5 mos
Lehman Brothers INC.Broker
March 1988 - July 1993 · 5 yrs 4 mos
E. F. Hutton & Company INCBroker
March 1986 - March 1988 · 2 yrs
Stephens, INC.Broker
August 1985 - February 1986 · 6 mos
Thomson Mckinnon Securities INC.Broker
October 1980 - August 1985 · 4 yrs 10 mos
State Registrations20 states
ARCACOCTFLILINKYMDMINCNJNMNVNYORTNTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.