John Kruse is a ChFC-designated registered investment advisor at Spc, based in Hamilton, OH, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.
Fee Estimator
Location
35 North "D" Street, All Points Title Building, Hamilton, OH, 45013
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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.
Learn about disclosures →Other Business Activities
John is an attorney offering various legal services and spends nearly full-time on this. He also works as a poll worker and provides investment advice through Sigma Financial Corporation, dedicating about a quarter of his time. He also owns two companies that are not currently used.
Employment History
Current Registrations
Spc
Sigma Financial CorporationBroker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations3 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.
Exams
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