Ohlmann Investment Advisors LLC

Ohlmann Investment Advisors LLC (CRD# 165354) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $25,000,000 in 102 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $245,098
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at Ohlmann Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark L. Ohlmann
CRD#: 3071398
216 Lincoln Street, Porter, IN 46304
58
Wealthminder
score

Mark Ohlmann (CRD# 3071398) is an Investment Advisor Representative working at Ohlmann Investment Advisors LLC in Porter, IN and has over 18 years of experience in the finance industry.

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