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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 Robert Gehlhaart is a financial advisor with LPL Financial LLC. John has been in the industry since April 14, 1995. John has a broad range of experience in the financial services industry, including previous roles with Invest Financial Corporation, CUNA Brokerage Services, Inc., Liberty Investment Counsel, Ltd., MML Investors Services, Inc., M&I Brokerage Services, Inc., Strong Investments, Inc., and Dean Witter Reynolds Inc.
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
02/14/2018 - Present
LPL Financial LLC (WAUKESHA WI)
WI
01/03/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (WAUKESHA WI)
WI
04/20/2015 - 12/31/2016
LPL FINANCIAL LLC (WAUKESHA WI)
IA
01/03/2014 - 03/19/2015
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
WI
11/15/2006 - 02/12/2013
LIBERTY INVESTMENT COUNSEL, LTD. (ELM GROVE WI)
MA
11/05/2003 - 02/14/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
04/03/2002 - 10/16/2003
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
WI
02/08/2001 - 12/19/2001
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
NY
03/23/1992 - 02/06/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/27/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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