John Brazier is a CFP-designated registered investment advisor, based in Sheboygan Falls, WI, with 7 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
517 Monroe Street, Sheboygan Falls, WI, 53085
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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 ActivitiesSells Insurance
John is an Investment Advisor Representative (IAR) with Merit Financial Group, LLC, dedicating full-time hours to serving clients. He also works as an agent selling fixed/traditional insurance products, spending a few hours per week on this activity.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations31 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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