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John David Kraunelis

Allworth Financial, LP

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About John David Kraunelis

John Kraunelis is a financial advisor at Allworth Financial, LP in Riverwoods, IL. John has been working in the financial industry since June 2018. John is a registered representative with FINRA and a registered investment advisor with the state of Illinois. John is also a Series 7 and Series 66 licensed advisor.

Firm Information

John Kraunelis is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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John Kraunelis’s Registration & Firm History

IL

05/29/2024 - Present

Allworth Financial, LP (Riverwoods IL)

IL

02/24/2023 - 04/29/2024

NUVEEN SECURITIES, LLC (CHICAGO IL)

IN

06/01/2018 - 02/15/2023

CHARLES SCHWAB & CO., INC. (Indianapolis IN)

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Licenses & Designations

BOTH

Issued 06/11/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John David Kraunelis.
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