John Loughlin
John Loughlin is a registered investment advisor at John J. Loughlin, Investment Advisor, based in Creve Coeur, MO, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are billed quarterly at 0.80% annually and may be negotiated with individual clients.
Fee Estimator
Location
Creve Coeur, MO
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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 a faculty member at Lindenwood University since 2010, working as an instructor. This takes a few hours per week.
Employment History
Current Registrations
John J. Loughlin, Investment Advisor
Previous Registrations
National Advisors & Consultants, INC.
State Registrations1 state
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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