JV
JV

John Vandyke

25 Years of Experience
St Joseph, MI
BrokerSells Insurance

John Vandyke is a registered investment advisor at LPL Financial LLC, based in St Joseph, MI, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

500 Renaissance Dr Ste 102C, St Joseph, MI, 49085

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History

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.

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Other Business ActivitiesSells Insurance

John operates under the DBAs Vision Financial Advisory Corp and Vision Financial Advisory, PC for his LPL business, and Vision Financial for non-variable insurance. He is also a notary in Michigan and owns Vision Tax Planning for tax preparation and accounting services.

Employment History
Current Registrations
LPL Financial LLC
December 2022 - Present · 3 yrs 7 mos
LPL Financial LLCBroker
December 2022 - Present · 3 yrs 7 mos
Previous Registrations
Arbor Point Advisors
September 2020 - December 2022 · 2 yrs 3 mos
Securities America Advisors, INC.
September 2020 - December 2022 · 2 yrs 3 mos
Securities America, INC.Broker
September 2020 - December 2022 · 2 yrs 3 mos
Ssn Advisory, INC.
February 2011 - September 2020 · 9 yrs 7 mos
Securities Service Network, LLCBroker
February 2011 - September 2020 · 9 yrs 7 mos
Qa3 Financial LLC
November 2009 - February 2011 · 1 yr 3 mos
Qa3 Financial CORP.Broker
July 2005 - February 2011 · 5 yrs 7 mos
Sii Investments, INC.Broker
June 2002 - July 2005 · 3 yrs 1 mo
Capital Brokerage CorporationBroker
August 2000 - July 2002 · 1 yr 11 mos
State Registrations19 states
AZCOFLIAINKYMAMDMIMONCNMNYORSCTXVAWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.