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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 William Challas is a financial advisor with Commonwealth Financial Network. John has been in the financial industry since January 1, 1986. John has served clients in Minnesota since 1984. John is also a financial advisor with Integrated Equity Management, Inc., a private entity established to facilitate securities, advisory, and insurance business. John is also the owner and president of Challas Consulting, LLC, a business coaching firm.
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.
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2
MN
09/07/2022 - Present
Commonwealth Financial Network (Bloomington MN)
MN
06/10/2021 - 07/20/2022
CENTAURUS FINANCIAL, INC. (Shakopee MN)
MN
05/14/2019 - 01/07/2020
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
03/19/2015 - 05/02/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
WI
08/30/2011 - 02/19/2015
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
KS
08/19/1991 - 07/05/2011
SECURIAN FINANCIAL SERVICES, INC. (LEAWOOD KS)
NA
07/26/1991 - 08/19/1991
MIMLIC SALES CORPORATION
IL
08/31/1988 - 08/08/1991
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
NA
03/13/1984 - 08/30/1988
AMEV INVESTORS, INC.
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2011
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/22/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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