John Wood
John Wood is a CFP, ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Fishers, IN, with 41 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
10150 Lantern Road, Suite 150, Fishers, IN, 46037
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Regulatory History (1)
Customer Dispute
February 2018Other Business Activities
John is the President and Owner of Strategic Planning Group, Inc., established in 2006 to facilitate securities and advisory business. He spends nearly all of his time on this investment-related activity.
Employment History
Current Registrations
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.