JB
JB

John Bossche

22 Years of Experience
Anaheim, CA
BrokerSells Insurance

John Bossche is a registered investment advisor at LPL Financial LLC, based in Anaheim, CA, with 22 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

180 N Riverview, Suite 160, Anaheim, CA, 92808

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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 Vande Bossche Financial Planning as a DBA for his LPL business and The Harpoon Group, Inc for tax/investment purposes. He is also an agent selling life, health, and long-term care insurance through Vande Bossche Financial Planning and Wealth Management, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2021 - Present · 5 yrs
LPL Financial LLC
September 2021 - Present · 5 yrs
LPL Financial LLCBroker
September 2021 - Present · 5 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
December 2007 - September 2021 · 13 yrs 9 mos
Northwestern Mutual Wealth Management Company
May 2006 - April 2007 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 2005 - September 2021 · 16 yrs 5 mos
Anchor Bay Securities, LLCBroker
October 2003 - April 2005 · 1 yr 6 mos
Anchor Bay Capital Management, LLC
October 2003 - April 2005 · 1 yr 6 mos
State Registrations24 states
ALAZCACOFLGAHIIDILKYMAMDMINCNJNMNVNYOHORTNTXUTWA
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.