Ohlmann Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ohlmann Investment Advisors LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients, overseeing roughly $17.3 million across about 50 accounts. The firm prepares an Investment Policy Statement for each client and offers advice across a broad array of vehicles, including mutual funds, equities, fixed income, ETFs, REITs, hedge funds, real estate and insurance products such as annuities.
OIA operates under documented discretionary authority for most accounts, tailoring plans to clients’ goals, tax considerations and risk tolerances and delivering regular custodian reports. Its investment process combines charting, fundamental, technical and cyclical analysis and may employ long- and short-term trading as well as short sales and options-writing strategies.
Distinctively for a firm of this size, a firm representative is licensed to sell insurance products and may recommend commissionable insurance or annuity solutions, a relationship the firm discloses and for which clients are not required to transact with the representative. The firm manages all client assets internally rather than selecting third-party managers, recommends Charles Schwab for custody and may receive related research and soft-dollar benefits from that custodian relationship.
Client services
Expertise
Fee options
1.0% annually
Main office
Traverse City MI
Advisors at this office
2
Most active in
Indiana · Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Aaron K
Series 63, Series 65
Traverse City, MI
Ohlmann Investment Advisors LLC
Aaron Klop is a financial advisor with Ohlmann Investment Advisors LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Ohlmann Investment Advisors since 2013. In addition to his advisory role, Klop is a licensed insurance agent and occasionally offers insurance products to clients. Ohlmann Investment Advisors LLC serves individuals and high-net-worth clients, managing approximately $17 million across about 59 accounts. The firm provides customized investment policy development, discretionary portfolio management, and access to a wide range of investment vehicles, employing a process that incorporates multiple analysis methods and annual reviews.
Mark O
Series 63, Series 65
Traverse City, MI
Ohlmann Investment Advisors LLC
Mark Ohlmann is a financial advisor at Ohlmann Investment Advisors LLC in Traverse City, MI, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has been with Ohlmann Investment Advisors since 2013. Ohlmann Investment Advisors LLC provides investment supervisory and portfolio management services to individuals and high-net-worth clients. The firm manages approximately $17 million across about 59 accounts, using client-specific Investment Policy Statements and a variety of investment strategies including fundamental, technical, and cyclical analysis.
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