John Degelmann
John Degelmann is a registered investment advisor at LPL Financial LLC, based in Apple Valley, MN, with 29 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
14985 Glazier Ave #111, Apple Valley, MN, 55124
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Regulatory History
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 his LPL business under the DBA Wings Financial Advisors and also works as an advisor at Wings Financial CU, dedicating full-time hours to these investment-related activities. Additionally, John owns rental real estate and spends minimal time on it, and sells non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
First Trust Advisors LP
First Trust Portfolios L.P.Broker
Allianz Life Financial Services, LLCBroker
Prudential Investment Management Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.