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.
Credentials
Series 63, Series 65
Experience Industry experience
5 years
Location
Florence, CO
Mutual Of Omaha Investor Services, Inc.
Multi-team
John Wysong is an advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and long-term service at Fremont RE-2 School District. Outside of his advisory work, he serves as a volunteer firefighter with the Florence Volunteer Fire Department and is a board member of the Florence Fire Protection District; he also works as a part-time EMT-intermediate for Gunnison Valley Health and provides EMS consulting for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing a range of managed account programs and financial planning options. The firm delivers these services primarily through platforms like Envestnet, acting as a conduit to third-party money managers, and operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses.
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
Florence CO
Advisors at this office
1
Colorado
5 years of industry experience
Mutual of Omaha Investor Services
2021 - Present • 5 years
Colorado Springs, CO
Mutual of Omaha Insurance Company
2020 - Present • 6 years
Colorado Springs, CO
Fremont RE-2 School District
2020 - Present • 6 years
Florenc, CO
RETIRED
2020 - 2020 • 1 year
Florence, CO
Pueblo Community College
2016 - Present • 10 years
Pueblo, CO
Fremont RE-2 School District
1994 - 2020 • 26 years
Florence, CO
Florence Volunteer Fire Department
1992 - Present • 34 years
Florence, CO
Gunnison Valley Health
1988 - Present • 38 years
Gunnison, CO
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.
ChFC®, Series 63
Canon City, CO
Hahn Financial Services, LLC
Andrew Hahn is a financial advisor with Hahn Financial Services, LLC in Canon City, CO, holding the ChFC® designation and Series 63 license, with 27 years of industry experience. His career includes roles at Hahn Financial Services, Inc., Global Financial Private Capital, LLC, and LPL Financial. Hahn dedicates a significant portion of his time to offering fixed indexed annuities and various life insurance policies. Hahn Financial Services, LLC provides asset management and financial planning to individuals as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and deferred compensation plans. The firm emphasizes long-term investment strategies, including asset allocation and dollar-cost averaging, with ongoing discretionary portfolio reviews to maintain alignment with clients’ objectives and risk tolerance.
PFS™
Canon City, CO
Waverly Advisors, LLC
Jeffrey Mueller is a financial advisor at Waverly Advisors, LLC with 27 years of industry experience. He holds the PFS™ designation and has previously operated Mueller Financial Solutions Co. and Mueller and Associates PC. Outside of his advisory work, he serves as a shareholder and treasurer for a family stone company and is a trustee of a local family trust. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management and planning services.
Series 63, Series 65
Cañon City, CO
Concurrent Investment Advisors, LLC
Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Maverick Wealth Advisors and Black Creek Group. Outside of his advisory work, Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.
Series 63, Series 65
Canon City, CO
Concurrent Investment Advisors, LLC
Sean Morton is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Raymond James Financial and Canon City Financial Services, and he owns Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by internal due diligence and platform integrations.
Series 66
Pueblo, CO
LPL Financial
Arron Varn Jr. is a Series 66-licensed financial advisor with 27 years of industry experience. He has worked at LPL Financial since 2002 and was previously with UBS Financial Services from 2000 to 2002. He also operates a wealth management planning group under a DBA in Centennial, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.
Series 66
Canon City, CO
LPL Financial
Christian Pineda is a Series 66 licensed financial advisor at LPL Financial with four years of industry experience. He previously worked at Edward Jones and has a background in the automotive industry. Pineda is also involved with Lionstone Wealth Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools.
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