John Wenstrup
John Wenstrup is a ChFC-designated registered investment advisor at Ausdal Financial Partners, INC., based in Downers Grove, IL, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
3250 Lacey Road, Suite 130, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2017Customer Dispute
December 2006Other Business ActivitiesSells Insurance
John is a licensed insurance agent since 1978, selling life, annuity, accident and health, and property and casualty insurance, and also provides insurance consulting. He also manages and performs as special characters for March Forth Productions, LLC, dedicating a few hours per week, and does handyman work for small businesses and homeowners, also dedicating a few hours per week.
Employment History
Current Registrations
Ausdal Financial Partners, INC.
Ausdal Financial Partners, INC.Broker
Previous Registrations
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Qa3 Financial CORP.Broker
The Huntington Investment CompanyBroker
Red Capital Markets, INC.Broker
Aig Equity Sales CORP.Broker
Nathan & Lewis Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Carillon Investments, INC.Broker
New England Securities CorporationBroker
Equity Services, INC.Broker
Hl Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.