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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 Thiel is a financial advisor with Wealthspire Advisors, located in San Rafael, CA. John has been in the financial services industry since 2014 and holds a Series 66 license. John is a Certified Financial Planner™ professional and specializes in retirement planning, investment management, and college savings. John previously worked at Cambridge Investment Research, Inc. and MML Investors Services, LLC.
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.
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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CA
09/03/2024 - Present
Wealthspire Advisors (San Rafael CA)
CA
12/21/2015 - 02/28/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (SACRAMENTO CA)
CA
02/10/2015 - 01/07/2016
MML INVESTORS SERVICES, LLC (ROSEVILLE CA)
BOTH
Issued 03/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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