John
Uhler

Uhler And Vertich Financial Planners, LLC

CRD#501276
Investment Advisor
in Fort Myers, FL

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About this Advisor

John Uhler is a financial advisor who works out of Fort Myers, Florida who has 16 years of industry experience. Uhler is currently employed by Uhler And Vertich Financial Planners, LLC. Over the course of their career, Uhler has held roles at Raymond James Financial Services, Inc, Independent Insurance Sales and Uhler And Vertich Financial Planners, LLC. Uhler holds a Series 63 license, certifying them as a securities agent, and is approved to work in Florida and Texas. Uhler And Vertich Financial Planners, LLC is an advisory firm headquartered in Fort Myers, FL. It controls $259 million in total assets across its 574 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 574 client accounts, 40% are held by high-net-worth investors who have at least $1 million in assets. Uhler And Vertich Financial Planners, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically depend on which services are offered. However, fees charged by Uhler And Vertich Financial Planners, LLC most likely consist of asset-based and other fees.

Certifications and Registrations

Series 63

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

1510 Royal Palm Square Boulevard Suite 103
Fort Myers, FL 33919-1068

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Uhler And Vertich Financial Planners, LLC Brokerage Details

Total Assets Under Management

$258,679,749

FL Average: $1,855,561,029
Total Number of Employees

8

FL Average: 62
Total Number of Accounts

574

FL Average: 2,474
Average Account Size

$450,662

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Uhler Work History

John has been registered as a financial advisor for 16 years.*

2004 - Present (20 years)

Uhler And Vertich Financial Planners, LLC

2002 - Present (22 years)

Independent Insurance Sales

1990 - Present (34 years)

Raymond James Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Uhler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Uhler And Vertich Financial Planners, LLC

Kelly Jelenchick
Fort Myers, FL
Bryan Fiore
Fort Myers, FL
James Vertich
Fort Myers, FL
John Uhler
Fort Myers, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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