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JS
CFP · ChFC
JS
CFP · ChFC

John Stohlman

LPL Financial LLC
34 Years of Experience
Gaithersburg, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Stohlman is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Gaithersburg, MD, with 34 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.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13 E Deer Park Dr, Gaithersburg, MD, 20877

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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
November 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is an author, owns rental real estate through Terra Firma Ventures LLC, and is involved with Safe Money Concepts LLC (non-variable insurance). He also serves as a board member for Cedarbrook Community Church and operates his LPL business through Medallion Financial Group, dedicating full-time hours to it.

Employment History
Current Registrations
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2025 · 4 yrs 1 mo
Grove Point Investments, LLCBroker
July 2020 - May 2025 · 4 yrs 10 mos
H. Beck, INC.
July 2020 - April 2021 · 9 mos
Securities Service Network, LLCBroker
October 2011 - July 2020 · 8 yrs 9 mos
Ssn Advisory, INC.
October 2011 - July 2020 · 8 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 1999 - November 2011 · 12 yrs 7 mos
National Planning CorporationBroker
April 1999 - November 2011 · 12 yrs 7 mos
Ffp Securities, INC.Broker
March 1994 - April 1999 · 5 yrs 1 mo
Intersecurities, INC.Broker
November 1992 - March 1994 · 1 yr 4 mos
Professional Broker-Dealer Financial Planning, INC.Broker
February 1992 - December 1992 · 10 mos
State Registrations24 states
ALARCACODCDEFLGAILINMAMDMENCNHNJNYPARISCTNTXVAWV
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.
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