JO
John Ott
from Legacy Planning & Associates, Inc.
John Ott is a financial advisor based in Michigan, Grand Rapids,
with 26 years of experience. John currently works for
Legacy Planning & Associates, Inc..
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Ott works at Legacy Planning & Associates, Inc.
Legacy Planning & Associates, Inc. is a financial advisory firm based in Grand Rapids, Michigan. It currently has approximately $95,515,445 of assets under management and employs about 1 people. Legacy Planning & Associates, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
20 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2851 Charlevoix Dr, Se, Ste. 314, Grand Rapids, Michigan, 49546
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