John Loeffler is a registered investment advisor, based in Freeport, IL, with 9 years of industry experience.
Location
311 E South St, Freeport, IL, 61032
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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John owns Loeffler Wealth Management DBA, located in Freeport, IL.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
May 2023 - Present · 3 yrs 2 mos
Kingswood Wealth Advisors, LLC
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Benchmark Advisory Services, LLC
December 2019 - January 2022 · 2 yrs 1 mo
Benchmark Investments, LLCBroker
September 2019 - May 2023 · 3 yrs 8 mos
Ifs SecuritiesBroker
March 2019 - September 2019 · 6 mos
Ifs Advisory, LLC
March 2019 - September 2019 · 6 mos
Edward Jones
April 2017 - February 2019 · 1 yr 10 mos
Edward JonesBroker
January 2017 - February 2019 · 2 yrs 1 mo
State Registrations5 states
AZFLIAILWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.