John Wirtz is a registered investment advisor at LPL Financial LLC, based in Avon Lake, OH, with 23 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
32745 Walker Road,. Ste C, Avon Lake, OH, 44012
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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.
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John is associated with John W. Wirtz Financial Group, LLC for tax/investment purposes since 2018. He also works as an assistant coach at St. Ignatius High School, dedicating a few hours per week to this role.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Huntington Investment CompanyBroker
The Huntington Investment Company
LPL Financial LLC
LPL Financial LLCBroker
Firstmerit Advisors, INC.
Firstmerit Financial Services, INCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Pruco Securities, LLC.Broker
State Registrations9 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.