Ohlmann Investment Advisors LLC

Ohlmann Investment Advisors LLC (CRD# 165354) is a financial advisory firm headquartered in , . They manage $19,941,985 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $186,374
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at Ohlmann Investment Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Aaron J. Klop
CRD#: 4559326
Traverse City, MI

Aaron Klop (CRD# 4559326) is an Investment Advisor Representative working at Ohlmann Investment Advisors LLC in Traverse City, MI and has over 21 years of experience in the finance industry.

2
Mark L. Ohlmann
CRD#: 3071398
Traverse City, MI

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.

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