John
Loeffler
Kingswood Wealth Advisors, LLC
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About this Advisor
John Loeffler is a financial advisor based in Freeport, Illinois with a total of 1 year of relevant experience. Loeffler is an advisor for Kingswood Wealth Advisors, LLC. Over the course of their career, they have held roles at Edward Jones, Symmetry Financial Group, Olsens Outdoor Power, Ifs Securities, Benchmark Investments, Benchmark Advisory Services and Kingswood Wealth Advisors LLC. Loeffler has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Illinois and Wisconsin. Kingswood Wealth Advisors, LLC is a company operating out of San Diego, CA. The investment advisory business has offices in seven locations and a total of 82 financial advisors. It oversees $969 million in assets across its 2,720 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 2,720 client accounts, just 13% belong to high-net-worth clients who have at least $1 million in assets. The business performs a wide set of services, including 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. A financial advisor's fees largely vary depending on which services are offered. Fees charged by Kingswood Wealth Advisors, LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingswood Wealth Advisors, LLC Brokerage Details
$969,372,131
82
2,720
$356,387
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
John has been registered as a financial advisor for 1 years.*
Kingswood Wealth Advisors LLC
Benchmark Investments
Ifs Securities
Benchmark Advisory Services
Edward Jones
Symmetry Financial Group
Olsens Outdoor Power
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Miami, FL
Sugar Hill, NH
Freeport, IL
San Diego, CA
Denver, CO
San Diego, CA
Miami, FL
Severna Park, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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