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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 Thomas Bellman is a financial advisor with Onedigital Investment Advisors in Overland Park, KS and ASI Wealth Management & Consulting Services in Bend, OR. John is also a registered investment advisor (IA) in California, Oregon, Texas and Washington. John has over 10 years of experience in the financial services industry. John holds the Series 63, 66, 7, and SIE licenses and is a Certified Financial Planner. John's experience, certifications and licensing demonstrate a commitment to providing quality financial advice to his clients.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KS
07/01/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OR
11/09/2015 - 04/12/2017
CHARLES SCHWAB & CO., INC. (PORTLAND OR)
KY
12/13/2013 - 09/02/2015
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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