John Denler
John Denler is a registered investment advisor at LPL Financial LLC, based in Clinton Twp, MI, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Clinton Twp, MI
Get directionsHistory
Regulatory History (1)
Financial
December 2024Other Business Activities
John operates under the DBA Celtic Wealth Management Group, Inc. for his LPL business since 2006.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Fifth Third Securities, INC.Broker
MML Investors Services, INC.Broker
New England SecuritiesBroker
Mony Securities CorporationBroker
Signator Investors, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations2 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.