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VP, Director of Research and Equity Analyst · Confluence Investment Management LLC

John M. Wobbe

CRD 3114376 · Named on Form ADV at one SEC-registered adviser

At a glance

Confluence Investment Management LLC, an SEC-registered wealth manager based in Saint Louis, MO with $6.7 billion in regulatory assets, lists John M. Wobbe on its Form ADV as VP, Director of Research and Equity Analyst.

Firms and roles

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John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (11)

  • David B. MiyazakiSVP and Portfolio Manager, Confluence Investment Management LLC
  • Brian N. HansenPresident / Member, Confluence Investment Management LLC
  • Joseph J. HanzlikSVP and Equity Analyst, Confluence Investment Management LLC
  • Mark A. KellerChief Executive Officer and Chief Investment Officer / Member, Confluence Investment Management LLC
  • Daniel T. WinterSVP and CIO - Value Equities, Confluence Investment Management LLC

6 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.