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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 Savoie is a financial advisor with over 25 years of experience in the industry. He currently works for LPL Financial LLC in Waconia, MN. John has a strong track record of success in providing financial advice to individuals, families, and businesses. He holds the Series 7, 24, 51, 63, and 65 licenses, as well as the Certified Financial Planner and Chartered Financial Consultant designations. John is committed to helping his clients achieve their financial goals through personalized financial plans and strategies. He has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations. John is dedicated to providing his clients with the highest level of service and expertise.
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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2
MN
05/24/2021 - Present
LPL Financial LLC (WACONIA MN)
MN
02/10/2020 - 05/17/2021
FBL MARKETING SERVICES, LLC (Lakeville MN)
MN
02/01/2018 - 01/30/2020
PRUCO SECURITIES, LLC. (Plymouth MN)
MN
05/31/2012 - 12/22/2017
LPL FINANCIAL LLC (MINNETONKA MN)
IL
03/24/2011 - 12/05/2011
USAA FINANCIAL ADVISORS, INC. (CHICAGO IL)
WI
11/19/2008 - 03/04/2011
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
10/03/2006 - 11/24/2008
LPL FINANCIAL CORPORATION (MINNETONKA MN)
MN
11/29/1996 - 08/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
11/29/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2020
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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