John Dosen, financial advisor New Alany OH

John Dosen

CRD Number: 7632133
Current Firm: Columbus Investment Advisory Inc.

John Dosen (CRD# 7632133) is an Investment Advisor Representative working at Columbus Investment Advisory Inc. in New Alany, OH and has 1 year of experience in the finance industry.

Similar Advisors
Teresa Owsley, financial advisor New Alany OH
Teresa D. Owsley
CRD# 2483337
Stratos Wealth Partners, Ltd
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor New Alany OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Shuttleworth & Company
Similar Advisors
Fred Abbott, financial advisor New Alany OH
Fred J. Abbott
CRD# 2278230
Lpl Financial LLC
Company Name Location Dates Years
Columbus Investment Advisory New Albany, OH May 2022 - Current 2
Columbus Investment Advisory New Albany, OH Aug 2021 - May 2022 < 1
Pricewaterhousecoopers Cleveeland, OH Jun 2021 - Jul 2021 < 1
Columbus Investment Advisory New Albany, OH Mar 2020 - May 2021 1
Ohio State Mccorkle Aquatic Pavillion Columbus, OH Jan 2019 - Feb 2020 1
Morel Landscaping LLC North Royalton, OH May 2019 - Aug 2019 < 1
Full Time Educationn Ohio State Columbus, OH Sep 2018 - Apr 2019 < 1
Morel Landscaping LLC North Royalton, OH May 2018 - Aug 2018 < 1
Full Time Education St Benedictine High School Cleveland, OH Mar 2018 - Apr 2018 < 1
Handel's Ice Cream Broadview Heights, OH Apr 2016 - Feb 2018 1
Full Time Student, Catholic Diocese Of Cleveland, Ohio Cleveland, OH Aug 2006 - May 2016 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2022
Contact Info for John P. Dosen
Phone Number: 614-882-1418
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    345
    MILLIONS
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $3,321,837
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

OH

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.