Mark Ohlmann (CRD# 3071398) is an Investment Advisor Representative working at Ohlmann Investment Advisors LLC in Traverse City, MI and has over 25 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ohlmann Investment Advisors LLC | Porter, IN | Apr 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
- MI
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Total Assets Under Management20MILLIONS
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Total Number of Accounts107ACCOUNTS
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Average Account Value$186,374
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IN, MI
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