John Woodhead
John Woodhead is a registered investment advisor at Alliant Securities, INC. Turner, Nord, Kienbaum, based in Liberty Lake, WA, with 37 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 711 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable and can be offered at lower rates or as a flat percentage or fixed dollar amount depending on client circumstances.
Fee Estimator
Location
695 North Legacy Ridge Drive Suite 300, Liberty Lake, WA, 99019
Get directionsHistory
Regulatory History (1)
Criminal
August 1985Other Business Activities
John owns rental property and has for over 10 years, acting as a sole proprietor. He spends a few hours per week on maintenance-related duties.
Employment History
Current Registrations
Alliant Securities, INC. Turner, Nord, Kienbaum
Alliant Securities, INC. Turner, Nord, KienbaumBroker
Previous Registrations
Davidson Investment Advisors, INC.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Phelps & Woodhead, INC.Broker
State Registrations9 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
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