John Dobbertin
John Dobbertin is a registered investment advisor at Ibn Financial Services, INC, based in Liverpool, NY, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 768 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.
Location
404 Old Liverpool Rd, Liverpool, NY, 13088
Get directionsHistory
Regulatory History (6)
Judgment / Lien
July 2025Customer Dispute
April 2021Customer Dispute
May 2019Regulatory
December 2014Criminal
June 2010Employment Separation After Allegations
June 2009Other Business ActivitiesSells Insurance
John is involved in several outside business activities, including being the representative of record for a group health insurance plan and potentially selling group healthcare plans, as well as providing health insurance and life insurance for clients through various companies. He also scouts for the Portland Trailblazers, owns rental property, and leases office space.
Employment History
Current Registrations
Ibn Financial Services, INC
Ibn Financial Services, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
LPL Financial CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
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.