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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 David Sheehan is an investment advisor representative with IC Advisory Services, Inc.. John has been in the financial services industry for over 25 years and has experience in providing financial planning, portfolio management, and selection of other advisers. John is registered with FINRA as well as the states of Arizona, Arkansas, Colorado, Florida, Indiana, Iowa, Kansas, Massachusetts, Missouri, Oklahoma, Pennsylvania, South Carolina, Texas, Virginia and Washington. John has also held previous positions at First Command Financial Planning, Inc. and The Investment Center Inc.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/07/2023 - Present
IC Advisory Services, Inc. (WARRENSBURG MO)
MO
05/28/1997 - 05/17/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (WARRENSBURG MO)
IA
Issued 09/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/17/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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