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John C

Series 63, Series 66

Fort Collins, CO

One Capital Management, LLC

John Clagett is a financial advisor with One Capital Management, LLC in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior work includes roles at 2 Four2 LLC, Q4 Wealth Management, Inc., Crump Life Insurance, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory and retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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Kristine C

Series 66

Fort Collins, CO

One Capital Management, LLC

Kristine Clagett is a financial advisor at One Capital Management, LLC with 13 years of industry experience. She holds a Series 66 designation and has previously worked at 2Four2, LLC, Q4 Wealth Management, and Nations Financial Group, Inc. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, advisory consulting, and cash management services, and acts as investment adviser to the FundX suite of ETFs.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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