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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 Wood is a financial advisor with over 20 years of experience in the industry. John has a deep understanding of the financial markets and is committed to providing personalized investment advice to his clients. John is currently registered with Commonwealth Financial Network in Fishers, Indiana. John specializes in financial planning, portfolio management, and retirement planning. John holds the Series 7, Series 63, Series 66, and Series 24 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. John is passionate about 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.
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.
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2
IN
12/12/2022 - Present
Commonwealth Financial Network (Fishers IN)
IN
11/15/2022 - 11/15/2023
COMMONWEALTH FINANCIAL NETWORK (Fishers IN)
IN
05/18/2006 - 11/22/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Fishers IN)
IN
09/18/2000 - 05/18/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
WI
09/18/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
02/23/1996 - 09/12/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/23/1996 - 09/12/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
WI
03/21/1985 - 02/06/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
11/21/1984 - 02/06/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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