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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 H. Shank is a financial advisor at LPL Financial LLC in Fort Wayne, Indiana. John has been in the financial services industry since 2009, and has extensive experience serving individuals, families, and businesses. John is dedicated to providing personalized financial planning and investment advice. His goal is to help clients achieve their financial goals through a comprehensive understanding of their needs and a commitment to providing unbiased and ethical advice. John works with clients on a range of financial planning needs, including retirement planning, college savings, estate planning, and investment management. He is committed to staying current on the latest financial trends and developments in order to provide clients with the best possible advice.
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.
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2
IN
02/02/2024 - Present
LPL Financial LLC (FORT WAYNE IN)
OH
04/01/2020 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Van Wert OH)
IN
10/15/2018 - 02/28/2020
FIFTH THIRD SECURITIES, INC. (ANGOLA IN)
IN
03/02/2012 - 10/09/2018
WELLS FARGO CLEARING SERVICES, LLC (FORT WAYNE IN)
IN
02/06/2009 - 03/15/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WAYNE IN)
BOTH
Issued 02/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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