John Bianchi is a registered investment advisor, based in Franksville, WI, with 20 years of industry experience.
Location
Franksville, WI
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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John is the owner of Oakwood Wealth Management, a financial services DBA for investments, since 2017. This activity is investment-related and takes nearly full-time.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
October 2013 - September 2023 · 9 yrs 11 mos
LPL Financial LLC
October 2013 - September 2023 · 9 yrs 11 mos
Prudential Financial Planning Services
July 2006 - October 2013 · 7 yrs 3 mos
Pruco Securities, LLC.Broker
April 2006 - October 2013 · 7 yrs 6 mos
Farmers Financial Solutions, LLCBroker
August 2005 - April 2006 · 8 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.