Lpl Financial LLC
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About this Advisor
John Gehlhaart is a financial advisor based out of Waukesha, Wisconsin with a total of 5 years of relevant experience. Gehlhaart is an advisor for Lpl Financial LLC. During their career, Gehlhaart has held roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, Lpl Financial, Waterstone Bank, Invest Financial Corp and Lpl Financial LLC. Gehlhaart maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Wisconsin. Lpl Financial LLC is a business headquartered in Fort Mill, SC. It has offices in 9,898 locations and a total of 31,366 financial advisors. It has $368 billion in assets under management among its 1,688,501 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 accounts, 31% belong to high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC provides a wide array 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, educational seminars and other services. Fees for financial advice usually are based on the financial services provided. Fee types billed by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lpl Financial LLC Brokerage Details
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 Gehlhaart Work History
John has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Invest Financial Corp
Cuna Mutual Group
Cuna Brokerage Services, 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.
Please visit the SEC profile of John Gehlhaart 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
Fort Mill, SC
North Reading, MA
Fort Madison, IA
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 firstname.lastname@example.org.
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