Unclaimed
John Brontsema is an Investment Advisor Representative with Mutual of Omaha Investor Services, Inc., located in Irvine, CA. John has been in the securities industry since March of 2021. John holds a Series 65 license. John is licensed to provide investment advisory services in California.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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CA
01/01/2025 - Present
Mutual OF Omaha Investor Services, Inc. (IRVINE CA)
IA
Issued 10/19/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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