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John Sukovaty

Spc
11 Years of Experience
Firestone, CO
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Sukovaty is a registered investment advisor at Spc, based in Firestone, CO, with 11 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.

Spc
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,916 clients
Average Client Portfolio
$197K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Firestone, CO

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
August 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John owns Suko Financial Group. He is also a licensed insurance agent appointed with various insurance companies.

Employment History
Current Registrations
Spc
June 2021 - Present · 5 yrs 4 mos
Parkland Securities, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Transamerica Capital, INC.Broker
April 2017 - March 2021 · 3 yrs 11 mos
Edward Jones
November 2014 - March 2017 · 2 yrs 4 mos
Edward JonesBroker
October 2014 - March 2017 · 2 yrs 5 mos
State Registrations11 states
ARAZCOFLIDMTNENVOHTNTX
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.
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