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John Michael Dobson

Wealthspire Advisors

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About John Michael Dobson

John Michael Dobson is an Investment Advisor Representative at Wealthspire Advisors. John has been working in the financial services industry since 2014, and has been with Wealthspire Advisors since 2017. John is licensed in Wisconsin as an Investment Advisor Representative. He holds a Series 65 license and has a strong track record of providing financial advice to individuals, families, and businesses. John is also a high school hockey coach for the Waukesha Wings hockey organization. John's expertise is in providing financial planning, portfolio management, and selection of other advisers.

Firm Information

John Dobson is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Dobson’s Registration & Firm History

WI

01/04/2021 - Present

Wealthspire Advisors (Delafield WI)

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Licenses & Designations

IA

Issued 08/20/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Dobson.
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