John Otto Hetzel
Investment adviser representative at Pomona Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$289.8MFirm assets
Are you John Otto Hetzel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Pomona Wealth Management, LLCApr 2024 to now
- No Fate Bwwm, LLCDec 2021 to now
- Sk Advisor Network, LLCDec 2021 to now
- Beaird Harris Wealth Management, Inc.May 2012 to Dec 2021
Designations
- CFA
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pomona Wealth Management, LLC
$289.8MAssets managed
41Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4147688
- Firm CRD
- 329171