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Mark Lawrence Ohlmann

Ohlmann Investment Advisors LLC

Traverse City, MI

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Current Employers
Ohlmann Investment Advisors Llc

Traverse City, MI • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-01-01
IN RA APPROVED 2013-05-28
  • MI RA
    APPROVED
    Since 2025-01-01
  • IN RA
    APPROVED
    Since 2013-05-28

Branch Locations

Traverse City, MI • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Ohlmann Investment Advisors Llc Porter IN 04/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-20
S63 Uniform Securities Agent State Law Examination 1998-06-12
  • S65 Uniform Investment Adviser Law Examination
    2013-05-20
  • S63 Uniform Securities Agent State Law Examination
    1998-06-12

View on SEC IAPD

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