John C. Wahl
Many of John's clients came to him because they no longer wanted the hassle of managing their own portfolios or they were not sure that they were managing it as efficiently and effectively as they wanted. Others were nearing retirement, had a 401(k), and wanted a retirement plan. In addition to investment selection, John includes comprehensive strategies for his clients such as tax-advantaged strategies, risk management solutions such as insurance, and income strategies.
A St. Louis native, John received his Economics degree and MBA from Ole Miss, and his CFP® and ChFC® designations from The American College. Today, he puts his experience to work with a passion to improve the financial lives of those around him. That is also the main objective for co-founding One Bridge Wealth Management: to continuously improve the financial lives of clients and the services delivered to them.
John lives with his wife and two sons in St. Louis. Other than spending time with them, he enjoys spending time at his family farm, golfing, hunting, traveling, and anything outdoors.
Contact him today to learn more about his services and how One Bridge Wealth Management can help you reach your financial goals.
We work with you and your family to build, manage, preserve, and transfer your wealth according to your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.
We start by examining the different areas of your financial life: Accumulation & Investment Selection, Retirement Planning, Estate Planning, Risk Management and Insurance, Education Planning, Charitable Giving Planning, Taxation, and Business Planning.
Then, we create a comprehensive plan: By exploring each area above in detail, we will determine which ones require our immediate attention, which ones are more long-term in nature, and which ones, if any, that simply do not apply. From our findings, we will assemble an implementation plan for your financial future.
From there, we support your financial goals: Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term. As your trusted advisor, we'll leverage the broad industry experience of our team of financial experts, their deep product knowledge and our comprehensive range of customizable resources to help you build, manage, preserve, and transfer your wealth according to your goals.
John Wahl is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Wahl is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Wahl is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Wahl is required to act in a fiduciary capacity.
More information is available in Commonwealth’s Form CRS.
Our Team
5833997
8032
8389910
COMMONWEALTH FINANCIAL NETWORK
MO, IL, CA, OH, OR, TN, TX, VA, WA, FL
The greater St. Louis Metropolitan area and surrounding areas.
10
6
Businesses, Investment Clubs, Non-Profit Organizations, Individual Investors
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Risk Management
No
Yes
Yes
Yes
I have a clean record
I have a clean record
CFP®, ChFC®
Series 7, Series 63, Series 66
Disability, Long Term Care, Life
Financial Planning Association (FPA)
Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Your Office, Email, Phone, Our Office, Your Home, Video Conference
Fee-Based
$500,000
Commissions, Based on Assets
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/WiserAdvisorPromoterDisclosure_John_Wahl.pdf
This communication is strictly intended for individuals residing in the states of CA, IL, MO, OH, OR, TN, TX, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
