John
Tonissen
Hobart Wealth
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About this Advisor
John Tonissen is a financial advisor based in Charlotte, North Carolina, working with Hobart Wealth. John has previously held positions at Global Financial Private Capital, Gf Investment Services LLC, Hobart Private Capital, LLC, Hobart Financial Group, and Cape Securities, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, John is part of Hobart Wealth, which operates out of Charlotte, North Carolina. The firm has 2 offices and 15 employees. The firm manages assets totaling $326.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Hobart Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hobart Wealth Brokerage Details
$326,212,682
15
1,862
$175,195
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
Hobart Private Capital, LLC
Hobart Financial Group
Cape Securities, Inc
Global Financial Private Capital
Gf Investment Services LLC
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
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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