Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bianchi is a financial professional based in Franksville, Wisconsin. John has been in the financial services industry since 2005. John currently holds registration with Cetera Investment Advisers LLC. Prior to joining Cetera Investment Advisers LLC, John worked at LPL FINANCIAL LLC, PRUCO SECURITIES, LLC., and FARMERS FINANCIAL SOLUTIONS, LLC. John holds multiple professional licenses, including Series 6, Series 7, Series 63, Series 65, and SIE. John specializes in financial planning, portfolio management, and educational seminars. John also owns Oakwood Wealth Management, a financial services firm based in Brookfield, Wisconsin.
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.
A percentage of the total value of assets under management is charged.
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2
WI
08/24/2023 - Present
Cetera Investment Advisers LLC (FRANKSVILLE WI)
WI
10/18/2013 - 09/08/2023
LPL FINANCIAL LLC (FRANKSVILLE WI)
WI
04/17/2006 - 10/24/2013
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
WI
08/03/2005 - 04/05/2006
FARMERS FINANCIAL SOLUTIONS, LLC (WEST ALLIS WI)
IA
Issued 07/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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