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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 Francis Stohlman is a financial advisor with over 30 years of experience in the industry. John is a Certified Financial Planner™ and Chartered Financial Consultant with a strong focus on financial planning, pension consulting, and portfolio management. He is currently registered with Grove Point Advisors, LLC in both Maryland and Texas, and is a member of the Tarkenton Financial Elite Advisory Council.
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.
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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MD
10/04/2024 - Present
Grove Point Advisors, LLC (Gaithersburg MD)
MD
10/18/2011 - 07/24/2020
SECURITIES SERVICE NETWORK, LLC (GAITHERSBURG MD)
MD
04/21/1999 - 11/01/2011
NATIONAL PLANNING CORPORATION (GAITHERSBURG MD)
MO
03/11/1994 - 04/30/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
11/17/1992 - 03/11/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
CO
02/24/1992 - 12/21/1992
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 72 - Government Securities Representative Examination
BC
Issued 03/30/2004
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/05/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/06/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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