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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Treptow is a financial advisor at LPL Financial LLC. John has been working in the financial services industry since 2015 and has a strong track record of success. John is a registered representative with FINRA and a licensed investment advisor. John is committed to providing personalized financial advice to help clients achieve their financial goals. John specializes in financial planning, portfolio management, and insurance. John is passionate about helping clients reach their full potential. John holds the following licenses: Series 7, Series 6, Series 63, and Series 65.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
06/08/2023 - Present
LPL Financial LLC (CRYSTAL LAKE IL)
IL
07/06/2015 - 01/16/2020
J.P. MORGAN SECURITIES LLC (JOHNSBURG IL)
IA
Issued 04/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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