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John Douglas Vanweelden

VANWEELDEN WEALTH MANAGEMENT, LLC·WEST CHESTER TOWNSHIP, Ohio
SIE, Series 7, Series 63, Series 6526 years registeredVANWEELDEN WEALTH MANAGEMENT, LLC
8905 CINCINNATI DAYTON RD, WEST CHESTER TOWNSHIP, OH 45069CRD# 4106093Firm CRD# 290308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Douglas Vanweelden · WEST CHESTER TOWNSHIP, OH
Registration
CRD #4106093 · VANWEELDEN WEALTH MANAGEMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

VANWEELDEN WEALTH MANAGEMENT, LLC
Dec 2017 – present
SPC
Nov 2007 – Feb 2018
West Chester, OH
LINCOLN FINANCIAL ADVISORS CORPORATION
Jan 2000 – Nov 2007
CINCINNATI, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · January 26, 2000
Years registered · 26
03

Disclosure History

2007Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
VANWEELDEN WEALTH MANAGEMENT, LLC
CRD 290308 · SEC 801-131024
AUM
$104M
Regulatory assets under management
Employees
6
526 client accounts
Services offered by VANWEELDEN WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VANWEELDEN WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does John Douglas Vanweelden offer?
John Douglas Vanweelden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER TOWNSHIP, Ohio for a consultation.
What are John Douglas Vanweelden's credentials?
John Douglas Vanweelden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Douglas Vanweelden located?
John Douglas Vanweelden is based in WEST CHESTER TOWNSHIP, Ohio, working with VANWEELDEN WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST CHESTER TOWNSHIP metropolitan area and surrounding communities.
How does John Douglas Vanweelden charge for services?
John Douglas Vanweelden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VANWEELDEN WEALTH MANAGEMENT, LLC?
VANWEELDEN WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
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Research
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