Unclaimed
John Alan Grosshans has been a registered representative for over 25 years. John is currently affiliated with U.s. Bancorp Investments, Inc. John holds Series 6, 7, 63 and 65 licenses. John has experience with retirement planning, insurance and estate planning and specializes in working with individuals and families. Prior to working with U.S. Bancorp Investments, Inc., John was a representative for Chase Investment Services Corp. and WAMU Investments, Inc. John is also a registered Investment Advisor Representative in Washington and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
05/21/2010 - Present
U.s. Bancorp Investments, Inc. (Tacoma WA)
WA
05/02/2009 - 04/20/2010
CHASE INVESTMENT SERVICES CORP. (TACOMA WA)
WA
01/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (TACOMA WA)
CA
10/25/1995 - 05/03/1996
MURPHEY FAVRE, INC. (IRVINE CA)
IA
Issued 12/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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