John Boeckel is a registered investment advisor, based in Towaco, NJ, with 31 years of industry experience.
Location
Towaco, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John operates Advanced Planning Group as a DBA for his LPL business and sells non-variable insurance. Both activities take about 10-20% of his time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
February 2026 - Present · 3 mos
Cambridge Investment Research Advisors, INC.
February 2026 - Present · 3 mos
Previous Registrations
LPL Financial LLCBroker
May 2025 - February 2026 · 9 mos
LPL Financial LLC
May 2025 - February 2026 · 9 mos
Grove Point Advisors, LLC
October 2022 - May 2025 · 2 yrs 7 mos
Grove Point Investments, LLCBroker
October 2022 - May 2025 · 2 yrs 7 mos
LPL Financial LLCBroker
February 2018 - October 2022 · 4 yrs 8 mos
LPL Financial LLC
February 2018 - October 2022 · 4 yrs 8 mos
Sii Investments, INC.
December 2004 - February 2018 · 13 yrs 2 mos
Sii Investments, INC.Broker
December 2004 - February 2018 · 13 yrs 2 mos
Walnut Street Securities, INC.
August 2003 - January 2005 · 1 yr 5 mos
Walnut Street Securities, INC.Broker
August 2003 - January 2005 · 1 yr 5 mos
Nathan & Lewis Securities, INC.
March 1999 - August 2003 · 4 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
March 1997 - August 2003 · 6 yrs 5 mos
Nathan & Lewis Securities, INC.Broker
October 1996 - November 1996 · 1 mo
Equity Services, INC.Broker
September 1996 - March 1997 · 6 mos
Equity Services, INC.Broker
October 1994 - August 1996 · 1 yr 10 mos
Mds Securities IncorporatedBroker
July 1994 - September 1994 · 2 mos
State Registrations11 states
CACTGAMINCNJNVNYPASCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.