John
Kinzer

Lpl Financial LLC

CRD#1659242
Investment Advisor
in Crownsville, MD

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About this Advisor

John Kinzer is a financial advisor based in Crownsville, Maryland, working with Lpl Financial LLC. John has previously held positions at Wells Fargo Advisors Financial Network LLC and Lpl Financial LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, John is part of Lpl Financial LLC, which operates out of Crownsville, Maryland. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 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, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1321 Generals Highway,Ste 300
Crownsville, MD 21032

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MD Average: $646,059,043
Total Number of Employees

35,841

MD Average: 13
Total Number of Accounts

1,910,545

MD Average: 661
Average Account Size

$242,588

MD Average: $977,396

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
  • Other

John Kinzer Work History

2020 - Present (4 years)

Lpl Financial LLC

2010 - 2020 (10 years)

Wells Fargo Advisors Financial Network LLC

Disclosures

Please visit the SEC profile of John Kinzer 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
John Senchak
Hyde Park, NY
Tai Stephan
Victor, ID
Christopher Claude
Altamonte Springs, FL
Frederick Martens
Novato, CA
Meghan Clancy
Hollywood, FL
David Wiley
La Jolla, CA
Tyler Zavala
Peoria, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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