Unclaimed
John Robert Ressler is a financial advisor with over 24 years of experience in the financial services industry. John is currently registered with Commonwealth Financial Network and has been with them since August 2024. Prior to that, John worked for CADARET, GRANT & CO., INC., and LPL FINANCIAL LLC. John holds Series 7, 24 and 66 securities licenses and is also a Certified Financial Planner. John specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. John is committed to helping clients achieve their financial goals.
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.
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
IL
08/06/2024 - Present
Commonwealth Financial Network (Waukegan IL)
IL
08/18/2009 - 08/09/2024
CADARET, GRANT & CO., INC. (WAUKEGAN IL)
IL
01/24/2023 - 03/10/2023
LPL FINANCIAL LLC (PALATINE IL)
IL
07/01/2002 - 08/18/2009
MUTUAL SERVICE CORPORATION (WAUKEGAN IL)
IA
01/05/2001 - 07/03/2002
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
06/16/1999 - 12/31/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 02/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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