John Wirtz, financial advisor Amherst OH
93 score

John Wirtz

CRD Number: 4510632
Current Firm: Lpl Financial LLC

John Wirtz (CRD# 4510632) is an Investment Advisor Representative working at Lpl Financial LLC in Amherst, OH and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Avon Lake, OH Sep 2013 - Current 3
Firstmerit Bank, N.a. Avon Lake, OH Aug 2006 - Current 10
Firstmerit Financial Services, Inc. North Ridgeville, OH Jan 2010 - Sep 2013 3
Invest Financial Corp. Tampa, FL Aug 2006 - Jan 2010 3
Pruco Securities Corporation Mayfield Heights, OH Feb 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
Contact Info for John W. Wirtz
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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