John Wysong
Advisor at Mutual of Omaha Investor Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Mutual of Omaha Investor Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florence, CO
Credentials
Series 63, Series 65
Industry experience
4 years
John Wysong is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Mutual of Omaha Investor Services since 2021 and also serves as an insurance agent. Outside of his financial career, Wysong has been a member of the Florence Volunteer Fire Department since 1992 and serves on the Florence Fire Protection District board. He also provides EMS services as a part-time EMT-intermediate for Gunnison Valley Health and acts as a medical training consultant for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and retirement plan consulting primarily through its network of Investment Advisor Representatives.
Based on Mutual of Omaha Investor Services, Inc.
Based on Mutual of Omaha Investor Services, Inc.
Financial Planning Fixed Fees: Minimum generally $500 up to $25,000; Financial Consulting Fixed Fees: $100 minimum, generally not exceeding $5,000; Financial Plan Reviews: $250 to $5,000
Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product
Financial Planning and Consulting: $100 to $500 per hour
Ongoing Financial Planning Support fees: $25 to $300 per month or $75 to $900 per quarter (individuals); $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services fees: $25 to $2,000 per month or $75 to $6,000 per quarter
Fee-only: Financial Planning: $100 to $500 per hour; Financial Consulting: $100 to $500 per hour; Ongoing Financial Planning Support: $25 to $300 per month or $75 to $900 per quarter (individuals), $25 to $2,000 per month or $75 to $6,000 per quarter (businesses); Retirement Plan Consulting Services: $25 to $2,000 per month or $75 to $6,000 per quarter; Financial Plan Reviews: $250 to $5,000; Financial Consulting Fixed Fees: $100 to $5,000
Florence, CO
Colorado
Mutual of Omaha Investor Services
2021 - Present (5 years)
Mutual of Omaha Insurance Company
2020 - Present (6 years)
Fremont RE-2 School District
2020 - Present (6 years)
RETIRED
2020 - 2020 (1 year)
Pueblo Community College
2016 - Present (10 years)
Fremont RE-2 School District
1994 - 2020 (26 years)
Florence Volunteer Fire Department
1992 - Present (34 years)
Gunnison Valley Health
1988 - Present (38 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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