John Joseph Wyngaard

Cl Wealth Management LLC

29 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management

Cl Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

44 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$303K average

Assets Under Management

$628.7M

Fee Structure

Minimum Investment:$25K

Location

425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173

Get directions

History

Regulatory History (2)

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.

Criminal

January 1995

Final Disposition

Criminal

December 1994

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

John operates Bridgepoint Investments LLC, engaging in independent insurance sales, dedicating a few hours per week. He also owns rental properties through Wynham Properties LLC and is a partner in two real estate partnerships, with minimal duties in the latter two.

Employment History

Current Registrations

Cabot Lodge Securities LLCBroker

August 2013 - Present · 12 yrs 6 mos

Cl Wealth Management LLC

October 2011 - Present · 14 yrs 4 mos

Previous Registrations

Allied Beacon Partners, INC.Broker

October 2011 - August 2013 · 1 yr 10 mos

Workman Securities CorporationBroker

October 2005 - September 2011 · 5 yrs 11 mos

Workman Securities Corporation

October 2005 - September 2011 · 5 yrs 11 mos

Harbour Investments, INC.Broker

February 1997 - November 2005 · 8 yrs 9 mos

Wma Securities, INC.Broker

December 1996 - February 1997 · 2 mos

Metlife Securities INC.Broker

May 1996 - November 1996 · 6 mos

Metropolitan Life Insurance CompanyBroker

May 1996 - November 1996 · 6 mos

State Registrations5 states

AZCAIAILWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.