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Bryan Ohm

Mpm Wealth Advisors
45 Years of Experience
Holland, OH
1 DisclosureSells Insurance
View SEC Summary
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Bryan Ohm is a registered investment advisor at Mpm Wealth Advisors, based in Holland, OH, with 45 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,118 clients with $1B in assets under management.

Mpm Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,118 clients
Average Client Portfolio
$929K average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual advisory fee is 1.50%. Fees are negotiable up to the maximum rate based on various criteria. A flat fee option is available for households with at least $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7429 International Drive, Suite A, Holland, OH, 43528-8623

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2013
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bryan is a licensed independent insurance agent. He also owns 50% of WS Series IX LLC and 24.31% of Creating Equity LLC, receiving passive income from Marco's Pizza investment distributions.

Employment History
Current Registrations
Mpm Wealth Advisors
January 1997 - Present · 29 yrs 9 mos
Previous Registrations
Eplanning Securities, INC.Broker
March 2007 - September 2007 · 6 mos
NFP Securities, INC.Broker
June 2003 - February 2007 · 3 yrs 8 mos
Berthel Fisher & Company Financial Services, INC.
April 2003 - July 2003 · 3 mos
Berthel, Fisher & Company Financial Services, INC.Broker
April 2003 - July 2003 · 3 mos
Continental Capital Investment Services, INC.Broker
November 1995 - April 2003 · 7 yrs 5 mos
Smith Barney INC.Broker
July 1993 - October 1995 · 2 yrs 3 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
October 1987 - February 1988 · 4 mos
Painewebber IncorporatedBroker
January 1981 - October 1987 · 6 yrs 9 mos
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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