Unclaimed
John Offenburger is a financial advisor at Commonwealth Financial Network, with over 24 years of experience in the industry. John is a registered representative and investment advisor representative, holding Series 7, 9, 10, 63 and 65 licenses. John has previously worked for firms such as Wells Fargo Advisors Financial Network, LLC, Morgan Stanley and Merrill Lynch. John is registered to provide financial services in 27 states across the country. John is also a licensed insurance agent. John is the owner and president of Offenburger Capital Management, LLC, which conducts securities, advisory, and insurance businesses. John is also a trustee of the company retirement plan. John Offenburger is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/02/2017 - Present
Commonwealth Financial Network (Mansfield OH)
OH
10/05/2012 - 05/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANSFIELD OH)
OH
06/01/2009 - 10/24/2012
MORGAN STANLEY (COLUMBUS OH)
OH
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DUBLIN OH)
OH
06/16/2000 - 09/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANSFIELD OH)
MO
12/01/1998 - 07/07/2000
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
01/30/1998 - 12/02/1998
FIFTH THIRD/THE OHIO COMPANY (CINCINNATI OH)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/13/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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