John
Skowronski

Pcg Wealth Management

CRD#4130860
Investment Advisor
in Leawood, KS

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About this Advisor

John Skowronski is a financial advisor operating in Leawood, Kansas who has 4 years of industry experience. Skowronski is an advisor for Pcg Wealth Management. Their career trajectory has included roles at Pgn Financial Services, LLC, Securities America, Inc, Securities America Advisors, Lpl Financial, LLC and Pcg Wealth Advisors LLC. Skowronski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. Pcg Wealth Management is an advisory business operating out of Leawood, KS. The company has offices in five locations and a total of 21 people on staff. It oversees $589 million in total assets across its 4,014 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 4,014 accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. Pcg Wealth Management offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically are based on the services. Fee types billed by Pcg Wealth Management likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5700 W. 112Th Street, Suite 120
Leawood, KS 66211

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Pcg Wealth Management Brokerage Details

Total Assets Under Management

$588,569,382

KS Average: $2,243,162,756
Total Number of Employees

21

KS Average: 44
Total Number of Accounts

4,014

KS Average: 4,091
Average Account Size

$146,629

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

John Skowronski Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial, LLC

2019 - Present (5 years)

Pcg Wealth Advisors LLC

2013 - 2019 (6 years)

Securities America Advisors

2003 - 2019 (16 years)

Pgn Financial Services, LLC

2003 - 2019 (16 years)

Securities America, 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 Skowronski 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 Pcg Wealth Management

Andrew Warner
Leawood, KS
Michael Garden
Leawood, KS
Alexandra Garden
Leawood, KS
Douglas Davis
Louisville, KY
Michael Petrosky
Louisville, KY
John Skowronski
Leawood, KS
Bradley Morris
Leawood, KS
Jonathan Lall
Leawood, KS

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.

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