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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Douglas Clagett is a financial advisor with over 20 years of experience in the industry. John currently works with ONE Capital Management, LLC and provides investment and advisory services. Prior to his current role, John worked with Nations Financial Group, Inc. and Cascade Financial Management, Inc. John holds multiple licenses and designations including Series 66, Series 63, Series 6TO, SIE, and Series 7. John is also a licensed agent with Crump Life Insurance and the owner/president of Q4 Wealth Management, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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.
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2
CO
10/13/2021 - Present
ONE Capital Management, LLC (Fort Collins CO)
CO
11/06/2009 - 10/13/2021
NATIONS FINANCIAL GROUP, INC. (FORT COLLINS CO)
CO
09/11/2002 - 11/06/2009
CASCADE FINANCIAL MANAGEMENT, INC. (FT COLLINS CO)
WI
10/09/1998 - 07/10/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
10/21/1993 - 10/19/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 05/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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