John Vertal
CRD Number: 4188072Current Firm: United Planners' Financial Services Of America A Limited Partner
John Vertal (CRD# 4188072) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Wooster, OH and has over 9 years of experience in the finance industry. John Vertal 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.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 4629095
Mml Investors Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Apr 2022 - Current | 2 |
| John G Vertal | Avon, OH | Jan 2022 - Current | 2 |
| John Vertal Cpa And Associates, LLC | Avon, OH | Jun 2004 - Current | 19 |
| Securities America, Inc. | Avon, OH | Sep 2020 - Apr 2022 | 1 |
| Securities America Advisors, Inc. | Avon, OH | Sep 2020 - Apr 2022 | 1 |
| Securities Service Network, Inc. | Valley City, OH | Oct 2009 - Sep 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2014 |
- OH
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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