John Shank is a registered investment advisor at LPL Financial LLC, based in Wabash, IN, with 17 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
841 N Cass St, Wabash, IN, 46992
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
February 2020Customer Dispute
April 2012Other Business Activities
John operates under the DBA Flagstar Wealth Services for his LPL business since January 2024. He also owns 384EVER, LLC for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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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