Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Robert Ressler is an investment advisor representative with LPL Financial LLC. John has been in the securities industry since September 1, 1986. John is registered with FINRA and the state of Florida. John is also registered as an investment advisor representative with the state of Iowa. John has worked with several other firms including SII INVESTMENTS, INC., SAGEPOINT FINANCIAL, INC., and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. John is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT®. John has experience in financial planning, portfolio management for individuals and businesses, and consulting. John has also conducted educational seminars.
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.
1
2
FL
12/06/2022 - Present
LPL Financial LLC (LADY LAKE FL)
IA
07/08/2019 - 12/06/2022
SAGEPOINT FINANCIAL, INC. (MASON CITY IA)
IA
02/14/2018 - 07/10/2019
LPL FINANCIAL LLC (MASON CITY IA)
IA
05/04/2012 - 02/14/2018
SII INVESTMENTS, INC. (MASON CITY IA)
IA
09/15/2005 - 05/14/2012
LPL FINANCIAL LLC (MASON CITY IA)
MA
07/02/2002 - 09/19/2005
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
01/05/2001 - 07/03/2002
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
05/26/1998 - 12/31/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
01/23/1997 - 06/12/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
08/15/1986 - 01/08/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 09/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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