John Savoie is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Waconia, MN, with 28 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
53 W Main St, Waconia, MN, 55387
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John has multiple investment-related roles: DBA for LPL Business since May 2021, a financial institution duty at Old National Bank since October 2023 dedicating a few hours per week, and DBA for LPL Business since April 2025.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Fbl Marketing Services, LLCBroker
Fbl Wealth Management, LLC
Prudential Customer Solutions LLC
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
LPL Financial LLCBroker
LPL Financial LLC
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Associated Investment Services, INC.
Associated Investment Services, INC.Broker
LPL Financial CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations7 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.