John Bartels

John Bartels has a diverse range of work experience in the financial industry. John started their career as a Financial Advisor at Royalton Financial Group, where they gained expertise in financial planning, wealth transfer, and the securities business. John then moved on to The Estate Planning Team, where they continued their role as a Financial Advisor. Following this, they joined Inverness Investment Group as a Principal, where they owned and operated an Integrated Wealth Advisory firm, specializing in working with business owners, professionals, and executives. At Circuit Technologies, LLC, John served as the Board Chair, and currently, they are working at Ancora Holdings Group as the President of Family Wealth and as a Managing Director. Overall, John Bartels has accumulated extensive experience and knowledge in investment management, alternative investments, tax planning, retirement planning, asset protection strategies, and family office services.

John Bartels attended John Carroll University from 1992 to 1996. No specific degree or field of study information was provided.