JohnC. Wahl- Financial Advisor Saint Louis, MO

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About John C. Wahl

John helps his clients invest smarter, reduce taxes, and optimize growth and income to help them achieve their goals and live the life they want. As a CERTIFIED FINANCIAL PLANNER ^™professional and a Chartered Financial Consultant®, he specializes in investment strategy, wealth accumulation, education planning, and retirement planning with high net worth families and business owners.

Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies.

A St. Louis native, John received his Economics degree and MBA from Ole Miss, and his CFP^® and ChFC^® designations from The American College. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also the main objective for co-founding One Bridge Wealth Management: to continuously improve the financial lives of clients and the services delivered to them.

John lives with his wife and two sons in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors.

Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.

See Disclosures

General Information

Firm Start Year

2019

No. of Employees

CRD#

5833997

Firm CRD#

8032

Insurance License#

8389910

Name of Broker/Dealer

COMMONWEALTH FINANCIAL NETWORK

States Licensed in

MO, IL, CA, OH, OR, TN, TX, VA, WA, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors

Advisory Services Provided

401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Risk Management

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®

Securities Licenses

Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Disability, Long Term Care, Life

Financial Organization Memberships

Financial Planning Association (FPA)

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Commissions, Based on Assets

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/WiserAdvisorPromoterDisclosure_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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Paladin Research Report For:

John C. Wahl

One Bridge Wealth Management