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John Patrick Poling

Sanctuary Advisors, LLC

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About John Patrick Poling

John Patrick Poling is a financial advisor with Sanctuary Advisors, LLC. John has been working in the financial services industry since 2006. John holds the Series 66, Series 7, and SIE licenses. John has a strong background in financial planning, portfolio management, and retirement planning. John is committed to providing personalized financial advice to help individuals and families achieve their financial goals.

Firm Information

John Poling is currently registered with Sanctuary Advisors, LLC. Sanctuary Advisors, LLC is an Indianapolis, Indiana-based wealth management firm with over $22 billion in regulatory assets under management. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. The firm also participates in wrap fee programs.
Sanctuary Advisors, LLC

3815 RIVER CROSSING PKWY

INDIANAPOLIS, IN 46240

$22.02B

Assets Under Management

Not reported

Total Clients

300

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Poling’s Registration & Firm History

IN

06/21/2019 - Present

Sanctuary Advisors, LLC (INDIANAPOLIS IN)

TN

10/23/2009 - 06/25/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)

TN

10/13/2006 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 10/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Patrick Poling.
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