John Schoen, financial advisor South Windsor CT
96 score

John Schoen

CRD Number: 1968856
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

John Schoen (CRD# 1968856) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in South Windsor, CT and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
National Planning Corporation Sarasota Springs, NY Mar 2006 - Current 10
Dba True North Financial Services Saratoga Springs, NY Mar 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for John T. Schoen
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AZ
  • VT
  • CO
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
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, 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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