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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 Thomas Levi is a financial advisor in Hudson, WI with 29 years of experience. John holds Series 6, 7, 63 and 66 licenses and has passed the SIE exam. John is registered to offer securities in Arizona, Florida, Minnesota, Texas and Wisconsin. John is affiliated with Beacon Pointe Advisors, LLC which has offices in Hudson, WI and NEWPORT BEACH, CA. John is also a registered Investment Advisor Representative (IAR) in Wisconsin. In addition to John's role at Beacon Pointe Advisors, LLC, John has also held positions at Thrivent Investment Management INC. and Lutheran Brotherhood Securities Corp.. John has been a financial advisor for over 29 years and specializes in a wide range of services including financial planning, pension consulting and portfolio management for individuals, businesses, pooled investment vehicles and investment companies. John's current employer, Beacon Pointe Advisors, LLC, is a registered investment advisor with over $31 billion in assets under management.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
WI
12/06/2024 - Present
Beacon Pointe Advisors, LLC (Hudson WI)
WI
07/01/2002 - 02/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Hudson WI)
MN
01/14/1994 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 06/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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