John Connealy
John Connealy is a CFP-designated registered investment advisor at LPL Financial LLC, based in Columbus, NE, with 38 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3225 23rd St, Columbus, NE, 68601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John owns multiple real estate rental properties and operates under the DBAs JFC Financial Services and JFC Advisor Network for his LPL business. He also works with The National Benefit Corp selling non-variable insurance, dedicating minimal time to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Aragon Financial Services, INC.Broker
Securities America, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations51 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.
Exams
More Advisors
- Tia Berend, CFPLPL Financial LLC
- Annette Alt, ChFCState Farm Investment Management CORP.
- Ryan Fehr, CFPEdward Jones