John
Mullett

Kestra Advisory Services, LLC

CRD#5725331
Investment Advisor
in Millersburg, OH

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About this Advisor

John Mullett is a financial advisor based in Millersburg, Ohio, working with Kestra Advisory Services, LLC. John has previously held positions at Ohio National Financial Services, The O.N. Equity Sales Company, Hummel Wealth Management, LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Pleasant Wealth LLC, and O.N. Investment Management Company. John has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, John is part of Kestra Advisory Services, LLC, which operates out of Millersburg, Ohio. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4581 Township Rd 634
Millersburg, OH 44654

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

OH Average: $3,042,739,679
Total Number of Employees

1,266

OH Average: 49
Total Number of Accounts

140,425

OH Average: 2,315
Average Account Size

$344,129

OH Average: $1,314,358

Investment Advisory Services

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

John Mullett Work History

2019 - Present (5 years)

Kestra Investment Services, LLC

2019 - Present (5 years)

Kestra Advisory Services, LLC

2019 - Present (5 years)

Pleasant Wealth LLC

2010 - 2019 (9 years)

Hummel Wealth Management, LLC

2010 - 2019 (9 years)

O.N. Investment Management Company

2009 - 2019 (10 years)

Ohio National Financial Services

2009 - 2019 (10 years)

The O.N. Equity Sales Company

Disclosures

Please visit the SEC profile of John Mullett 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 Kestra Advisory Services, LLC

Paul Rogers
Mckinney, TX
Matthew Douglas
Austin, TX
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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