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John Christopher Conrath

Portfolio Medics, LLC

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About John Christopher Conrath

John Christopher Conrath is a registered investment advisor representative with Portfolio Medics, LLC in Bonita Springs, Florida. John has been in the financial services industry since 2003 and has a wide range of experience in investment advisory and insurance sales. John holds Series 6, 63 and 65 licenses. John previously worked at WRP Investments, Inc. in Youngstown, Ohio and Advanced Planning Securities, Inc. in Newark, Ohio. John's experience in insurance sales and investment advisory makes him uniquely qualified to provide clients with comprehensive financial planning services.

Firm Information

John Conrath is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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John Conrath’s Registration & Firm History

FL

03/25/2010 - Present

Portfolio Medics, LLC (BONITA SPRINGS FL)

OH

10/21/2005 - 12/31/2008

ADVANCED PLANNING SECURITIES, INC. (NEWARK OH)

OH

07/22/2003 - 11/07/2005

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

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Licenses & Designations

IA

Issued 06/19/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Christopher Conrath.
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