JF
CFP · ChFC
JF
CFP · ChFC

John Freiburger

34 Years of Experience
Naperville, IL
1 DisclosureBrokerSells Insurance

John Freiburger is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Naperville, IL, with 34 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1421 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.

Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.

There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.

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Location

1700 Park St., Ste 200, Naperville, IL, 60563

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2024
Settled
Other Business ActivitiesSells Insurance

John is a director at Busey Bank, owner/managing partner at Partners Wealth Management, owner of Park LLC (real estate), an investment advisor representative at Kestra Advisory Services, and president/secretary/agent at Jasco, Inc. Partners Wealth Management takes up more than full-time hours, Kestra Advisory Services takes up to full-time hours, and the other roles take minimal time.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 1 mo
Kestra Investment Services, LLCBroker
April 2011 - Present · 15 yrs 1 mo
Previous Registrations
NFP Advisor Services, LLC
May 2011 - September 2016 · 5 yrs 4 mos
NFP Securities, INC.
February 2001 - April 2011 · 10 yrs 2 mos
NFP Securities, INC.Broker
January 2001 - April 2011 · 10 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
August 1991 - January 2001 · 9 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
August 1991 - January 2001 · 9 yrs 5 mos
State Registrations40 states
AKALARAZCACOCTDCFLGAIAILINKSMAMDMEMIMNMOMSNCNJNMNVNYOHOKORPARISCTNTXUTVAWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Freiburger - Financial Advisor | TrueAdvisor