John
Loeffler
Kingswood Wealth Advisors, LLC
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About this Advisor
John Loeffler is a financial advisor based in Freeport, Illinois, working with Kingswood Wealth Advisors, LLC. John has previously held positions at Edward Jones, Symmetry Financial Group, Olsens Outdoor Power, Ifs Securities, Benchmark Investments, Benchmark Advisory Services, Kingswood Wealth Advisors LLC, and Kingswood Capital Partners, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Illinois, and Wisconsin. Currently, John is part of Kingswood Wealth Advisors, LLC, which operates out of Freeport, Illinois. The firm has 43 offices and 80 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Kingswood Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$1,042,935,953
80
4,527
$230,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Loeffler Work History
Kingswood Capital Partners, LLC
Kingswood Wealth Advisors LLC
Benchmark Investments
Ifs Securities
Benchmark Advisory Services
Edward Jones
Symmetry Financial Group
Olsens Outdoor Power
Disclosures
Please visit the SEC profile of John Loeffler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kingswood Wealth Advisors, LLC
San Diego, CA
American Fork, UT
Fullerton, CA
Henderson, NV
San Diego, CA
Manhattan Beach, CA
San Diego, CA
San Diego, CA
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