John
Dobson
Wealthspire Advisors
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About this Advisor
John Dobson is a financial advisor based in Delafield, Wisconsin, working with Wealthspire Advisors. John has previously held positions at Wealthspire Advisors, Us Bancorp, and Waukesha School District. John has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, John is part of Wealthspire Advisors, which operates out of Delafield, Wisconsin. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 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, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Dobson Work History
Wealthspire Advisors
Waukesha School District
Us Bancorp
Disclosures
Please visit the SEC profile of John Dobson 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 Wealthspire Advisors
Fulton, MD
New York, NY
Reston, VA
Potomac, MD
Potomac, MD
Reston, VA
New York, NY
New York, NY
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