Unclaimed Profile

John Otto Hetzel

NO FATE BWWM, LLC·PLANO, Texas

Series 7, Series 24, Series 66Clean record20 years registeredNO FATE BWWM, LLC

8105 RASOR BLVD., PLANO, TX 75024CRD# 4147688Firm CRD# 317406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Otto Hetzel · PLANO, TX

Registration

CRD #4147688 · NO FATE BWWM, LLC · 20 years registered

Brand Profile

Not yet started

Career History

NFWM

Oct 2024 – present

POMONA WEALTH MANAGEMENT, LLC

Apr 2024 – present

SK ADVISOR NETWORK, LLC

Dec 2021 – present

NFWM

Dec 2021 – Oct 2024

PLANO, TX

BEAIRD HARRIS

Jun 2012 – Jan 2022

DALLAS, TX

JWA FINANCIAL GROUP, INC.

Sep 2008 – May 2012

DALLAS, TX

CADENCE FINANCIAL ADVISORS, LLC

Oct 2006 – Sep 2008

DALLAS, TX

STRATEGIC ADVISERS, INC.

Oct 2005 – Sep 2006

IRVING, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · October 21, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NO FATE BWWM, LLC

CRD 317406 · SEC 801-122753

AUM

$105M

Regulatory assets under management

Employees

176 client accounts

Services offered by NO FATE BWWM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NO FATE BWWM, LLC →

Introduction

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Frequently Asked Questions

What services does John Otto Hetzel offer?

John Otto Hetzel specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.

What are John Otto Hetzel's credentials?

John Otto Hetzel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Otto Hetzel located?

John Otto Hetzel is based in PLANO, Texas, working with NO FATE BWWM, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.

How does John Otto Hetzel charge for services?

John Otto Hetzel'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 NO FATE BWWM, LLC?

NO FATE BWWM, LLC has approximately 1 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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