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
Ohlmann Investment Advisors LLC
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts107ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, MI
Financial Advisors at Ohlmann Investment Advisors LLC
1
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 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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