John Munka, financial advisor Wadsworth OH

John Munka

CRD Number: 2134158
Current Firm: Lpl Financial LLC

John Munka (CRD# 2134158) is an Investment Advisor Representative working at Lpl Financial LLC in Wadsworth, OH and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Wadsworth, OH Jun 2020 - Current 3
Investacorp Advisory Services, Inc. Miami Lakes, FL Apr 1999 - Jun 2020 21
Investacorp, Inc. Miami Lakes, FL Sep 1994 - Jun 2020 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1991
S65 NASAA Investment Advisors Law Examination Aug 1992
Contact Info for John M. Munka
Phone Number: 704-733-3300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, WY

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