John Sklenar is a CFP, PFS-designated registered investment advisor at True Wealth Nation, based in Carroll, IA, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
TrueWealth Nation recommends that you use Matson Money, Inc. for asset allocation services to manage your investment portfolio. TrueWealth Nation charges a negotiable annual fee that ranges from 0.25% to 1.2% depending on the size and complexity of your account. This fee is separate from the fees charged by Matson Money, Inc.
Location
302 E 7th Street, Carroll, IA, 51401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is the president of Sklenar Company, PC, a CPA business, dedicating about 10-20% to about a quarter of his time. He is also a marketing consultant for Fortune Hi-Tech Marketing and receives his paycheck from Premier Companies, Inc.
Employment History
Current Registrations
True Wealth Nation
Previous Registrations
Redhawk Wealth Advisors, INC.
Brokers International Financial Services, LLC
Honkamp Krueger Financial Services INC
State Registrations4 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.