John
Poling
Sanctuary Advisors, LLC
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About this Advisor
John Poling is a certified financial planner based out of Indianapolis, Indiana who has 4 years of industry experience. Poling is currently employed by Sanctuary Advisors, LLC. Over the course of their career, Poling has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Poling has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee and Texas. Sanctuary Advisors, LLC is an advisory firm operating out of Indianapolis, IN. The company has offices in 80 locations and a total of 510 advisors. It administers $16 billion in assets among its 38,933 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 47 charitable organizations. Of its 38,933 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets. The company offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees charged by Sanctuary Advisors, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sanctuary Advisors, LLC Brokerage Details
$16,220,200,000
510
38,933
$416,618
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
- Educational seminars/workshops
John Poling Work History
John has been registered as a financial advisor for 4 years.*
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Poling 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 Sanctuary Advisors, LLC
Marion, OH
Indianapolis, IN
Spring, TX
Short Hills, NJ
Plattsburgh, NY
Spring, TX
Short Hills, NJ
Fort Worth, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
