Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Degelmann is a financial advisor with LPL Financial LLC. He is based in Apple Valley, Minnesota, and has been in the financial industry since 1996. John has been a registered representative since 1995 and has passed the Series 7, Series 63 and Series 65 exams. John specializes in financial planning, retirement planning, college savings and investment management for individuals and families. He has a strong track record of success and is committed to helping his clients achieve their financial goals.
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.
1
2
MN
05/18/2022 - Present
LPL Financial LLC (APPLE VALLEY MN)
MN
02/14/2017 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (APPLE VALLEY MN)
MN
06/07/2013 - 12/20/2016
EDWARD JONES (BLOOMINGTON MN)
IL
06/17/2010 - 01/22/2013
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
MN
09/11/2003 - 06/04/2010
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
NJ
09/16/1999 - 01/10/2003
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NY
05/30/1995 - 05/03/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Degelmann is the right advisor for you? Invested Better is here to help.
