John Engler, financial advisor Maumee OH
96 score

John Engler

CRD Number: 4455754
Current Firm: Spc

John Engler (CRD# 4455754) is an Investment Advisor Representative working at Spc in Maumee, OH and has over 14 years of experience in the finance industry. John Engler 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
Sigma Financial Corporation Ann Arbor, MI Oct 2008 - Current 8
Spc Ann Arbor, MI Oct 2008 - Current 8
Lincoln Financial Advisors Southfield, MI Nov 2006 - Oct 2008 1
Thrivent Investment Management Inc. Napoleon, OH Jul 2002 - Nov 2006 4
Thrivent Financial For Lutherans Appleton, WI Jul 2002 - Nov 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Contact Info for John E. Engler
Phone Number: 734-663-1611
Registered State(s):
  • AK
  • FL
  • IN
  • OH
  • WA
  • AZ
  • CO
  • IL
  • MI
  • NC
  • VA
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
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
  • Pension consulting services
  • 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, 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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