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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 Paul Kanak is an investment advisor representative registered with LPL Financial LLC and has been in the industry since 2008. John Paul Kanak is registered in Wisconsin, California, Florida, and Illinois and has passed the Series 63, Series 65, SIE and Series 7 exams. LPL Financial LLC is a broker-dealer and investment advisor headquartered in Fort Mill, South Carolina, with over $50 billion in assets under management.
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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WI
01/09/2025 - Present
LPL Financial LLC (WAUNAKEE WI)
CA
09/14/2011 - 04/27/2012
WADDELL & REED, INC. (SAN DIEGO CA)
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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