John Cress, financial advisor Manitowoc WI

John Cress

CRD Number: 1029139
Current Firm: Practical Portfolios LLC

John Cress (CRD# 1029139) is an Investment Advisor Representative working at Practical Portfolios LLC in Manitowoc, WI and has over 40 years of experience in the finance industry. John Cress 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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Professional Designations
Company Name Location Dates Years
Practical Portfolios LLC Manitowoc, WI May 2007 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for John E. Cress
Phone Number: 920-682-7680
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $318,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WI

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