John White, financial advisor Brookfield WI
89 score

John White

CRD Number: 6285137
Current Firm: Mml Investors Services, LLC

John White (CRD# 6285137) is an Investment Advisor Representative working at Mml Investors Services, LLC in Brookfield, WI and has over 2 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Brookfield WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Brookfield WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Daniel Wilson, financial advisor Brookfield WI
Daniel W. Wilson
CRD# 2810851
Cedarpoint Investment Advisors, Inc.
Score
101
Company Name Location Dates Years
Mml Investor Services, LLC Brookfield, WI Jul 2016 - Current < 1
Massmutual Life Insurance Co Brookfield, WI Jun 2016 - Current < 1
Edward Jones St. Louis, MO Jan 2014 - Jun 2016 2
First Bank Financial Centre Oconomowoc, WI Feb 2009 - Jan 2014 4
Unemployed Oconomowoc, WI Nov 2008 - Jan 2009 < 1
Kiwibank Nelson, Jan 2008 - Oct 2008 < 1
Nelson Marlborough Institute Of Technology Nelson, Nov 2007 - Jan 2008 < 1
Absolute Insurance Nelson, Nov 2007 - Nov 2007 < 1
Unemployed/ Travelling Usa Brookfield, WI Jun 2007 - Oct 2007 < 1
Colorado Mountain Express Edwards, CO Nov 2006 - May 2007 < 1
Nelson Marlborough Institute Of Technology Nelson, Apr 2003 - Oct 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for John J. White
Phone Number: (413)737-8400
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.