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Pension Consulting Services Advisors in Arizona
5,404 Results
Unclaimed

Commonwealth Financial Network

location

Tucson, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John H. Schannep is a financial advisor with Commonwealth Financial Network in Tucson, Arizona. John has been in the financial industry since August 2023 and holds licenses for both securities and investment advising. John can assist with financial planning, portfolio management and educational seminars for individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Edelman Financial Engines

location

PHOENIX, AZ

0 Disclosures

ADVISOR BIO

John Richard Czelusniak is a registered Investment Advisor Representative with Edelman Financial Engines. John is registered with the state of Arizona and Texas and is a Series 65 holder. John is a financial professional with experience providing financial planning services. John’s experience includes working with individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Scottsdale, AZ

0 Disclosures

ADVISOR BIO

John Armistead Thomas is an investment advisor representative with Beacon Pointe Advisors, LLC. John has been with Beacon Pointe Advisors, LLC since April 2021. John is registered with the state of Arizona. John is a Certified Financial Planner. John has worked in the financial services industry since September 2014. John's previous experience includes working at Wofford College, Traveling/Unemployed, Silvercrest Asset Management Group.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John Michael Candy is a financial advisor at Osaic Wealth, Inc. John Michael has been in the industry since 2016. John Michael holds a Series 66 and Series 7TO license and has expertise in financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Transamerica Retirement Advisors, LLC

location

Sahuarita, AZ

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John Nelson Duncan is an investment advisor representative registered with Transamerica Retirement Advisors, LLC in Sahuarita, AZ. John has been in the financial services industry since May 19, 2020. John holds the Series 66 and Series 7TO licenses and the SIE exam certification. John has been registered with the state of Arizona as an investment advisor representative since July 24, 2024. John has also held registrations in other states. Prior to joining Transamerica Retirement Advisors, LLC, John has been associated with several other firms including First Command Brokerage Services, Inc., Fidelity Brokerage Services LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

Scottsdale, AZ

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Foltz is a financial advisor at LPL Financial LLC, located in Scottsdale, Arizona. John has been in the financial industry since 2007 and has experience with a variety of firms, including Morgan Stanley, Merrill Lynch, and Cantella & Co., Inc.. John holds the Series 7 and Series 66 licenses, as well as the SIE. John is registered to provide investment advice in Arizona, California, Iowa, New York, Ohio, Oregon, and Washington.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

FOUNTAIN HILLS, AZ

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Winter is a financial advisor with LPL Financial LLC in Fountain Hills, Arizona. John has been in the financial industry since 1986, and has a wide range of experience, holding a variety of licenses and certifications. John has worked for several firms in the past, including Edward Jones and American Express Financial Advisors Inc. John provides a variety of financial services to individuals, corporations, charitable organizations, and pension plans. John’s main goal is to help individuals reach their financial goals through customized financial planning, investment management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

TUCSON, AZ

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John L Wilson is a financial advisor associated with Ameriprise Financial Services, LLC. John has been in the industry since 2013 and holds licenses in 24 states. John has experience in both individual and business portfolio management, as well as financial planning. John is currently registered with the state of Texas as a Registered Agent. In addition to John's role as a financial advisor, John is also co-owner of Sonoran Star 1403bb, a real estate business located in Puerto Penasco, Sonora, Mexico.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

PRESCOTT, AZ

experience

16 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Farmer is a financial advisor with LPL Financial LLC and has been in the industry since 2009. John has Series 7 and 66 licenses, in addition to the SIE exam. John is registered in 21 states and is a registered representative of LPL Financial LLC. John has worked with Royal Alliance Associates, Inc. and Independent Financial Group, LLC in the past. John has worked with a wide variety of clients including high-net-worth individuals, corporations and other businesses, charitable organizations and pension and profit-sharing plans. John is located in Prescott, AZ.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

MESA, AZ

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

John Wiegenstein is a financial advisor at Raymond James Financial Services Advisors, Inc. John has been in the financial industry since September 24, 2010. John has a Series 7, 9, 10, 66 and SIE. John's firm manages more than $344 billion in assets and has offices in several states. John provides financial planning, portfolio management, and pension consulting services. John is registered in 17 states. John also works with Cradlestone Wealth Services and Wiegenstein & Associates, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS

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