John
Tonissen
Hobart Wealth
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About this Advisor
John Tonissen is a financial advisor working in Charlotte, North Carolina who has 7 years of relevant experience. Tonissen is currently employed by Hobart Wealth. Their career trajectory has included roles at Global Financial Private Capital, Gf Investment Services LLC, Walnut Street Securities, Inc, Ifg/Russell Advisors, Inc, American Financial Management Group, LTD, Hobart Private Capital, LLC, Hobart Financial Group and Cape Securities, Inc. Tonissen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Hobart Wealth is a financial advisory company based out of Charlotte, NC. The company has offices in two locations and a total of 14 financial advisors. It administers $269 million in assets between its 1,816 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 1,816 customer accounts, just 9% are held by high-net-worth investors who have at least $1 million in assets available to invest. Hobart Wealth provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually depend on which services the firm provides the client. Fee types charged by Hobart Wealth likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hobart Wealth Brokerage Details
$268,452,205
14
1,816
$147,826
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Tonissen Work History
John has been registered as a financial advisor for 7 years.*
Hobart Private Capital, LLC
Hobart Financial Group
Cape Securities, Inc
Global Financial Private Capital
Gf Investment Services LLC
American Financial Management Group, LTD
Walnut Street Securities, Inc
Ifg/Russell Advisors, 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 Tonissen 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 Hobart Wealth
Charlotte, NC
Charlotte, NC
Mooresville, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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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