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John Zingale Schiro

Wealth Enhancement Advisory Services, LLC

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About John Zingale Schiro

John Zingale Schiro is a financial advisor with over 12 years of experience in the financial services industry. John has worked for several firms including J.P. Morgan Securities LLC, Lincoln Financial Distributors, Inc., and Russell Investments Financial Services, LLC. John is currently a registered representative with Wealth Enhancement Advisory Services, LLC and is licensed in Texas. John specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. John is also an ERISA 3(38) investment manager.

Firm Information

John Schiro is currently registered with Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is a financial advisor based in Plymouth, Minnesota, with over 600 employees and over $72 billion in assets under management. They offer financial planning, pension consulting, and portfolio management services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. They also provide educational seminars and select other advisors.
Wealth Enhancement Advisory Services, LLC

505 NORTH HWY 169

PLYMOUTH, MN 55441

$72.02B

Assets Under Management

177

Total Clients

643

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa 3(38) investment manager

Erisa 3(38) investment manager

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees received from third party investment advisors

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John Schiro’s Registration & Firm History

MN

09/12/2023 - Present

Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)

NY

08/22/2022 - 09/14/2023

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

PA

09/09/2019 - 06/17/2022

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

WI

07/02/2013 - 09/05/2019

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (MILWAUKEE WI)

WI

10/24/2011 - 07/09/2013

MORGAN STANLEY (WAUWATOSA WI)

WI

09/23/2010 - 10/14/2011

U.S. BANCORP INVESTMENTS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 07/30/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Zingale Schiro.
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