John Milchling, financial advisor Annapolis MD

John Milchling

CRD Number: 7265156
Current Firm: 1 North Wealth Services, LLC

John Milchling (CRD# 7265156) is an Investment Advisor Representative working at 1 North Wealth Services, LLC in Annapolis, MD and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
1 North Wealth Services Annapolis, MD May 2020 - Current < 1
Towson University Towson, MD Aug 2019 - Current 1
Na Pikesville, MD Mar 2020 - Apr 2020 < 1
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Community College Of Baltimore County Essex, MD Jan 2017 - May 2019 2
Kobolak And Son Inc. Cinnaminson, NJ Jan 2019 - Jan 2019 < 1
Concordia Preparatory School Towson, MD Aug 2012 - May 2016 3
St. Pauls Lutheran School Kingsville, MD Aug 2009 - Jun 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for John E. Milchling
Phone Number: 410-975-0099
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    614
    ACCOUNTS
  • Average Account Value
    $323,569
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD, PA, VA

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