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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 Loeffler is a financial advisor with Kingswood Wealth Advisors, LLC. John has been in the financial services industry since 2017 and has a strong track record of helping clients reach their financial goals. John holds the Series 66, Series 7, and SIE licenses. John is also a registered representative in Arizona, Illinois, and Wisconsin. John's previous experience includes roles at Benchmark Investments, LLC and IFS Securities. John is committed to providing clients with personalized financial advice and guidance.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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
02/09/2022 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
IL
09/10/2019 - 05/19/2023
BENCHMARK INVESTMENTS, LLC (Freeport IL)
IL
03/12/2019 - 09/11/2019
IFS SECURITIES (Freeport IL)
IL
01/23/2017 - 02/25/2019
EDWARD JONES (FREEPORT IL)
BOTH
Issued 02/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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