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