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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 Stephen Coffman is an investment advisor representative with Osaic Wealth, Inc. John Stephen Coffman has been working in the financial industry since August 12, 1979. John Stephen Coffman is registered in 41 states and 4 jurisdictions as an investment advisor representative and has a total of 45 active registrations. John Stephen Coffman specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. John Stephen Coffman is also a registered principal with Osaic Wealth, Inc. John Stephen Coffman has passed the Series 1, 6, 22, 26, 63, 65, and SIE exams. John Stephen Coffman has also been employed by Sagepoint Financial, Inc. and American General Securities Incorporated.
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.
1
2
IN
09/01/2023 - Present
Osaic Wealth, Inc. (GREENWOOD IN)
IN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GREENWOOD IN)
IN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GREENWOOD IN)
TX
08/13/1979 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 03/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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