Vicus Capital
41yrs
Top advisor by experience in Dover
23yrs
John Ohlson
Financial advisor at Merrill
Based in Dover, Delaware, John Ohlson is a fiduciary financial advisor with 23 years of industry experience. John has been with Merrill since 2026; before that, John spent a year at Neuberger Berman BD. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 50 advisors with offices in Dover, and one of 49 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 71% of advisors at Merrill
Office55 Kings Hwy, Dover, DE 19901
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
Contact John
Local office(302) 736-7700Ask for John. (800) 637-7455Main office · New York, NY 55 Kings HwyDover, DE 19901Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call John’s local office at (302) 736-7700 or the Merrill main office at (800) 637-7455, and ask for John Ohlson.
How long has John been a financial advisor?
John has been in the industry since 2003, about 23 years. More experience than 71% of advisors at Merrill.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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