John PlotnerCRD 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 28 years of experience in the finance industry.
Charles Schwab & Company, Inc.
Lpl Financial LLC
Royal Alliance Associates, Inc.
|Nations Financial Group, Inc.||Pekin, IL||Mar 2010 - Current||8|
|J Scott Plotner Wealth Management||Pekin, IL||Sep 2007 - Current||10|
|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|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S65||NASAA Investment Advisors Law Examination||May 1994|
Total Assets Under Management962MILLIONS
Total Number of Accounts3,974ACCOUNTS
Average Account Value$242,166
- A percentage of assets under your management
- 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)
AR, AZ, CA, CO, FL, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, TX, VA, WA, WI