John Andrew Shumski

Networth Asset Management, INC

19 Years of Experience

1 DisclosureBrokerSells Insurance

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Areas of Practice

Investment Management

Networth Asset Management, INC

Compensation

Fee-Only (AUM)

Firm Size

3 advisors

Number of Clients

251 clients

Average Client Portfolio

$410K average

Assets Under Management

$102.9M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

Location

Lansdale, PA

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History

Regulatory History (1)

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Employment Separation After Allegations

May 1989

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Other Business ActivitiesSells Insurance

John is the president of Wealth Planners Group (Shumski Financial Group) since 2002, selling life, health, disability, and fixed annuities, and consulting on debt and estate management. He also dedicates minimal time as a board member of the National Association of Insurance and Financial Advisors State Board.

Employment History

Current Registrations

Transitional Broker LLC

March 2024 - Present · 1 yr 11 mos

Transitional Broker LLCBroker

March 2024 - Present · 1 yr 11 mos

Networth Asset Management, INC

April 2013 - Present · 12 yrs 10 mos

Ifs SecuritiesBroker

February 2015 - August 2015 · 6 mos

Girard Securities, INC.

November 2012 - February 2015 · 2 yrs 3 mos

Girard Securities, INC.Broker

November 2012 - February 2015 · 2 yrs 3 mos

On Investment Management CO

January 2009 - November 2012 · 3 yrs 10 mos

The O.N. Equity Sales CompanyBroker

January 2008 - November 2012 · 4 yrs 10 mos

Next Financial Group, INC.

March 2007 - January 2008 · 10 mos

Next Financial Group, INC.Broker

September 2006 - January 2008 · 1 yr 4 mos

State Registrations11 states

CAFLMNMONCNJNYOHPATXWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.