John Plotner, financial advisor Pekin IL
93 score

John Plotner

CRD Number: 1210619
Current Firm: Nations Financial Group, Inc.

John Plotner (CRD# 1210619) is an Investment Advisor Representative working at Nations Financial Group, Inc. in Pekin, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Nations Financial Group, Inc. Pekin, IL Mar 2010 - Current 6
J Scott Plotner Wealth Management Pekin, IL Sep 2007 - Current 9
United Healthcare Pekin, IL Sep 2009 - Mar 2010 < 1
Berthel Fisher & Company Financial Services Inc. Pekin, IL Aug 2007 - Mar 2010 2
Pekin Library Pekin, IL Jun 1996 - Aug 2008 12
A. G. Edwards & Sons, Inc. Peoria, IL Jun 1994 - Aug 2007 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination May 1994
Contact Info for John S. Plotner
Phone Number: 319-393-9541
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    597
    MILLIONS
  • Total Number of Accounts
    2,477
    ACCOUNTS
  • Average Account Value
    $241,135
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NY, OH, OR, PA, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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