Unclaimed
John Lemmermann is a financial advisor with Osaic Wealth, Inc. based in St. Louis, MI. John has been in the industry since 2001 and is registered in Michigan and other states. John specializes in financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (St. Louis MI)
MI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (St. Louis MI)
MI
11/03/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ST. JOHNS MI)
MI
11/30/2011 - 11/17/2015
LPL FINANCIAL LLC (SAINT JOHNS MI)
MI
02/19/2008 - 12/02/2011
FIFTH THIRD SECURITIES, INC. (OVID MI)
MI
01/29/2007 - 02/11/2008
NATCITY INVESTMENTS, INC. (SAGINAW MI)
IL
11/02/2005 - 10/18/2006
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
GA
11/21/2001 - 10/07/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 10/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1994
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/31/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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