John Ohman is a registered investment advisor at Dmk Advisor Group, INC., based in Pelican Rapids, MN, with 41 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 298 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Pelican Rapids, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is the sole member of Flatirons Financial LLC, registered with the NFA as an exempt commodity trading advisor, and has copyrights on Excel spreadsheets for hedging and investment purposes, taking about 10-15 hours per week. He is also a NFA registered associated person and chief compliance officer for his son's commodity brokerage company, dedicating about 10-15 hours per week, a 50% member of Foam Express LLC (spray foam insulation) for a few hours per week, and owns property in Minnesota through Ohman Properties I LLC and Ohman Properties II LLC.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Steward Securities Group LLCBroker
Mountainview Securities, LLCBroker
Stephen A. Kohn & Associates, LTD.
Flatirons Capital Management, LLC
Flatirons Capital Management, LLC
Flatirons Capital Management, LLC
Stephen A. Kohn & Associates, LTD.Broker
Dean Witter Reynolds INC.Broker
Dain, Bosworth IncorporatedBroker
Dean Witter Reynolds INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.