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Paladin Research Report For:

John C. Wahl

One Bridge Wealth Management

230 South Bemiston Avenue, Suite 910
Saint Louis, MO 63105
314-924-8009

About John C. Wahl

Here at One Bridge, we provide a comprehensive array of wealth management solutions to high net worth individuals and families.

We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.

We start by examining the different areas of your financial life: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning.

Then, we create a comprehensive plan: By exploring each area above in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future.

From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals.

John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.


More information is available in Commonwealth’s Form CRS.

See Disclosures

General Information

Firm Start Year
  • 2019
No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032

Additional Detailed Disclosures
https://content.commonwealth.com/media/PaladinRegistry.comPromoterDisclosure_John_Wahl.pdf

Disclaimer

This communication is strictly intended for individuals residing in the states of CA, IL, MO, OH, OR, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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