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John Anthony Kavanshansky

Premier Wealth Management, LLC

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About John Anthony Kavanshansky

John Kavanshansky is a registered Investment Advisor Representative with Premier Wealth Management, LLC. John has been in the industry since 1995, has a Series 7 license and is licensed to sell securities in Ohio. John currently manages $27,000,000 in assets for 84 individual clients.

Firm Information

John Kavanshansky is currently registered with Premier Wealth Management, LLC. Premier Wealth Management, LLC is a Registered Investment Advisor with 2 investment advisor representatives and 1 advisor rep for other investment advisors. They manage approximately $27,000,000 in client assets, primarily for individuals other than high-net-worth individuals. The firm offers financial planning, selection of other advisors, portfolio management for businesses and individuals.

$27.00M

Assets Under Management

25

Total Clients

2

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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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other

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John Kavanshansky’s Registration & Firm History

OH

01/10/2017 - Present

Premier Wealth Management, LLC (POLAND OH)

OH

06/04/1999 - 09/14/2004

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

MA

09/08/1997 - 12/17/1997

CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)

MN

06/22/1995 - 09/19/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/22/1995 - 09/19/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Anthony Kavanshansky.
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