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John Hegler Jr.

Advisor at 21 St Century Equity Advisors Corporation

Updated today
21 St Century Equity Advisors Corporation logo

Firm

21 St Century Equity Advisors Corporation

Location

Columbus, OH 43215

Credentials

Series 65

Industry experience

23 years

About

John Hegler is a financial advisor with 23 years of industry experience and holds a Series 65 designation. He has been with 21 St Century Equity Advisors Corporation since 1999 and also maintains long-term involvement with Equity Builders Realty and his own accounting firm, John Hegler CPA & Co P.C. He provides personal tax return preparation for certain clients, a service separate from his advisory work. 21 St Century Equity Advisors Corporation offers discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm combines fundamental and technical analysis with market behavior studies to guide tactical and strategic investment decisions.

Client services

Based on 21 St Century Equity Advisors Corporation

Portfolio management

Expertise

Based on 21 St Century Equity Advisors Corporation

Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $500,000: 1.5% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.8% $0+: 0.35% (fixed income portion)

Other

Account minimum: $200,000 (negotiable) Fee-only: 100% of revenues from investment advisory services; fees are negotiable

Location

1029 Dublin Road

Columbus, OH 43215

Most active in

Florida · Ohio · Texas

Work history

21 St Century Equity Advisors Corporation

1999 - Present (27 years)

Equity Builders Realty

1990 - Present (36 years)

John Hegler Cpa & Co P.C.

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Nick G

CFP®, ChFC®, Series 65, CLU®

Columbus, OH

ClearMind Capital

I’m the founder of ClearMind Capital, a fee-only financial planning firm focused on helping people approach retirement with clarity and confidence. I work with individuals and families who have saved diligently and want help turning their money into a plan that supports the life they want to live. My role is to bring structure, perspective, and guidance around retirement income, taxes, investment strategy, and long-term decision-making. The goal is simple: help clients feel grounded in their plan and confident in the path ahead.

Wealth management General retirement planning Social Security optimization Medicare planning Early retirement planning Retired Public Service Employee Baby Boomers (Born 1946-1964) Approaching retirement
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Freddie E

Series 66

Columbus, OH

Thomas Everett Investments, LLC

Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Retired
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Lucinda L

Series 63, Series 66

Canal Winchester, OH

Lynch Retirement Advisors, LLC.

General retirement planning Annuities Roth conversion strategy
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Dennis D

Series 65

Columbus, OH

DBA, Cornerstone Investment Counsel

Passive / index investing Active portfolio management
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Andrew F

CFP®, Series 66

Dublin, OH

Ferraro Wealth Management, LLC

Retirement income strategy Life insurance needs analysis Cash flow / budgeting Tax-loss harvesting Options & derivatives strategies Founder/Business Owner Retired
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Michael S

Series 65

Columbus, OH

Steele Investment Counsel, Ltd.

Active portfolio management
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