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John Lanzetta

LPL Financial LLC
33 Years of Experience
Mechanicsburg, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

John Lanzetta is a registered investment advisor at LPL Financial LLC, based in Mechanicsburg, PA, with 33 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
28129 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

Mechanicsburg, PA

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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 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John sells non-variable insurance under LifeSpan Financial Associates since 1997, dedicating about a quarter of his time. He also sells non-variable insurance separately since 2003, spending about 10-20% of his time. LifeSpan Financial Associates is also a DBA for his LPL business, taking nearly full-time.

Employment History
Current Registrations
LPL Financial LLCBroker
March 2025 - Present · 1 yr 7 mos
LPL Financial LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Ic Advisory Services, INC.
March 2024 - March 2025 · 1 yr
The Investment Center, INC.Broker
March 2024 - March 2025 · 1 yr
Securities America, INC.Broker
December 2018 - March 2024 · 5 yrs 3 mos
Securities America Advisors, INC.
December 2018 - March 2024 · 5 yrs 3 mos
Questar Capital CorporationBroker
December 2006 - December 2018 · 12 yrs
Questar Asset Management, INC.
July 2006 - December 2018 · 12 yrs 5 mos
Usallianz Securities, INC.Broker
December 2003 - December 2006 · 3 yrs
Usallianz Securities, INC.
December 2003 - June 2006 · 2 yrs 6 mos
The Investment Center, INC.Broker
March 2002 - December 2003 · 1 yr 9 mos
American Investment Services, INC.Broker
February 2001 - March 2002 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
August 1997 - February 2001 · 3 yrs 6 mos
Keystone Brokerage, INC.Broker
November 1996 - May 1997 · 6 mos
Laughlin Group Advisors, INC.Broker
April 1996 - November 1996 · 7 mos
Compulife Investor Services, INC.Broker
November 1995 - April 1996 · 5 mos
Lincoln Financial Advisors CorporationBroker
August 1995 - November 1995 · 3 mos
The Lincoln National Life Insurance CompanyBroker
August 1995 - November 1995 · 3 mos
Independent Financial Securities, INC.Broker
April 1993 - August 1995 · 2 yrs 4 mos
Northwestern Mutual Investment Services, INC.Broker
September 1992 - November 1992 · 2 mos
Robert W. Baird & CO. IncorporatedBroker
September 1992 - November 1992 · 2 mos
State Registrations10 states
CTDEFLMDNCNHNJNMNYPA
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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