John CressCRD 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.
Harbour Investments, Inc.
Mariner Platform Solutions
Stifel, Nicolaus & Company, Incorporated
|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|
Total Assets Under Management51MILLIONS
Total Number of Accounts161ACCOUNTS
Average Account Value$318,512
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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