2205 Point Boulevard, #150
Elgin, IL 60123
847-551-8184
Connect with JohnFirm Start Year
1922
CRD#
5288855
Firm CRD#
8158
Insurance License#
9412394
States Licensed in
IL,
Years of Experience in Financial Services
27
Number of Years with Current Firm
2
Work Experience
John has been a Retirement Planner and Advisor since 2007. He builds, manages, protects and help clients transition their wealth. He does this through comprehensive wealth management to include investments, risk management, liability management and Trust & estate planning.
He began his Retirement Planning career with A.G. Edwards which was subsequently bought out by Wells Fargo Advisors. John loves to help clients with their investment needs and enjoys breaking down the complex to make it easily understandable for everyone.
Work with the following types of clients
Non-Profit Organizations, Businesses, Individual Investors
Foreign Languages Serviced
English
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning
Registered Investment Advisor
Yes
Registered Representative
Yes
Certifications, Accreditations & Designations
CRPC®
Securities Licenses
Series 66, Series 7
Insurance and Annuity Licenses
Variable Annuity, Variable Life, Annuity, Disability, Life, Long Term Care
Advisor's Number of Clients
180
Advisor's Number of Managed Clients
150
Advisor's Number of Planning Clients
125
Assets Managed by Advisor
$84,000,000
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$50,000
Fee % Based on Assets
1.15
Additional Details on Charges
John loves to do an initial consult at no charge for prospects and create a draft of their Retirement Plan so they can see a road map of their retirement life. This ultimately becomes the centerpiece of his Retirement Planning process.
Bachelor of Science in Business - Marketing
Murray State University
08/10/1978 - 05/10/1982