John Lothery (CRD# 7227340) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Buffalo Grove, IL and has over 3 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Buffalo Grove, IL | Oct 2020 - Current | 3 |
| Osaic Wealth, Inc. | Buffalo Grove, IL | Jun 2020 - Current | 3 |
| Journey Financial Group | Buffalo Grove, IL | Feb 2020 - Current | 4 |
| Royal Alliance | Jersey City, NJ | Feb 2020 - Jun 2020 | < 1 |
| Unemployed | Arlington Heights, IL | Jan 2020 - Feb 2020 | < 1 |
| Mcconn Coffee Company | Marion, IN | Jan 2019 - Dec 2019 | < 1 |
| Indiana Wesleyan University | Marion, IN | Sep 2016 - Dec 2019 | 3 |
| Indiana Wesleyan University | Marion, IN | Sep 2017 - Dec 2018 | 1 |
| State Farm | Arlington Heights, IL | May 2017 - Aug 2018 | 1 |
| Rolling Green Country Club | Arlington Heights, IL | Aug 2015 - Aug 2016 | 1 |
| Star Cinema Grill | Arlington Heights, IL | Apr 2015 - Oct 2015 | < 1 |
| Rolling Meadows High School | Rolling Meadows, IL | Jun 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- IL
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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