![John Savoie, financial advisor Waconia MN](/img/ws/profile-blank-sq.png)
John Savoie (CRD# 2593459) is an Investment Advisor Representative working at Lpl Financial LLC in Waconia, MN and has over 27 years of experience in the finance industry. John Savoie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
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Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Old National Bank | Waconia, MN | May 2021 - Current | 3 |
Lpl Financial LLC | Waconia, MN | May 2021 - Current | 3 |
Fbl Marketing Services | West Des Moines, IA | Feb 2020 - May 2021 | 1 |
Fbl Financial Group | West Des Moines, IA | Jan 2020 - May 2021 | 1 |
Prudential Customer Solutions LLC | Minneapolis, MN | Feb 2018 - Jan 2020 | 1 |
Pruco Securities LLC | Plymouth, MN | Jan 2018 - Jan 2020 | 2 |
Prudential Insurance Company Of America | Plymouth, MN | Jan 2018 - Jan 2020 | 2 |
Lpl Financial | Minnetonka, MN | May 2012 - Jan 2018 | 5 |
Associated Financial Group | Minnetonka, MN | Dec 2011 - Jan 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S65 | NASAA Investment Advisors Law Examination | Apr 2009 |
- MN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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