Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Engler is a financial advisor with over 20 years of experience in the industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™ designation holder, and has worked with Osaic Wealth, Inc. since 2024. Previously John was registered with Sigma Financial Corporation and Lincoln Financial Advisors Corporation. John's expertise and knowledge make him a valuable resource for individuals and families seeking financial guidance and planning.
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.
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2
OH
04/01/2024 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
10/24/2008 - 04/01/2024
SIGMA FINANCIAL CORPORATION (MAUMEE OH)
OH
11/28/2006 - 10/30/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (MAUMEE OH)
OH
07/01/2002 - 11/22/2006
THRIVENT INVESTMENT MANAGEMENT INC. (NAPOLEON OH)
MN
10/11/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 04/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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