John Losen (CRD# 6262952) is an Investment Advisor Representative working at Bespoke Financial Planning, LLC in Wayne, MI and has over 10 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bespoke Financial Planning, LLC | Wayne, MI | Jan 2017 - Current | 7 |
| Oliver Financial Planning, LLC | Ann Arbor, MI | Jul 2016 - Current | 7 |
| Valeo Financial Advisors, LLC | Ann Arbor, MI | Oct 2015 - May 2016 | < 1 |
| Full-time Education | Federal Way, WA | Oct 2014 - Sep 2015 | < 1 |
| Raymond James Financial Services Advisors Inc. | Federal Way, WA | Mar 2014 - Sep 2014 | < 1 |
| Raymond James Financial Services, Inc. | Federal Way, WA | Dec 2013 - Sep 2014 | < 1 |
| Chaffee & Associates, LLC | Federal Way, WA | Oct 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2014 |
- MI
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$48,875
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
MI
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