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John Alexander Ogrodnick

LPL Enterprise, LLC

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About John Alexander Ogrodnick

John Alexander Ogrodnick is a financial advisor with over 30 years of experience in the industry. John is a registered representative and investment advisor representative. John is currently registered with LPL Enterprise, LLC and has previously been registered with other firms. John's specializations include asset allocation, retirement planning, investment management, and insurance. John provides financial planning, portfolio management, and educational seminars for individuals and businesses.

Firm Information

John Ogrodnick is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Ogrodnick’s Registration & Firm History

MI

11/14/2024 - Present

LPL Enterprise, LLC (FARMINGTON HILLS MI)

MI

11/11/2016 - 02/14/2018

ALLSTATE FINANCIAL SERVICES, LLC (Walled Lake MI)

MI

09/15/2015 - 11/01/2016

SUMMIT BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)

MI

01/04/2007 - 09/29/2015

J.P. TURNER & COMPANY, L.L.C. (FARMINGTON HILLS MI)

MI

04/07/2003 - 12/20/2006

BATHGATE CAPITAL PARTNERS LLC (FARMINGTON HILLS MI)

OR

10/01/2002 - 04/04/2003

PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)

GA

09/30/2002 - 10/02/2002

J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)

CO

11/13/2000 - 09/30/2002

SCHNEIDER SECURITIES, INC. (DENVER CO)

CO

11/17/1995 - 11/14/2000

GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)

MO

09/20/1994 - 11/28/1995

EVEREN SECURITIES, INC. (ST. LOUIS MO)

AZ

07/19/1994 - 09/27/1994

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 09/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for John Alexander Ogrodnick. Review regulatory record here.
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