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John Wysong

Advisor at Mutual of Omaha Investor Services, Inc.

Updated today

Location

Florence, CO

Credentials

Series 63, Series 65

Industry experience

4 years

About

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.

Client services

Based on Mutual of Omaha Investor Services, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Mutual of Omaha Investor Services, Inc.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Based on Mutual of Omaha Investor Services, Inc.

Founder/Business Owner

Fee options

Fixed

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

Commissions

Advisor may receive commissions on insurance and securities products sold separately as registered representatives or insurance agents; commissions vary by product

Project-based

Financial Planning and Consulting: $100 to $500 per hour

Subscriptions

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

Other

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

Location

Florence, CO

Most active in

Colorado

Work history

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)

Disclosures

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

Business activities & affiliations

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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