John Francis Stohlman
Investment adviser representative at LPL Financial LLC
39 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
39 years in the industry.
- LPL Financial LLCMay 2025 to now
- Grove Point Advisors, LLCApr 2021 to May 2025
- Grove Point Investments, LLCJul 2020 to May 2025
- Federal Navigators, LLC.Feb 2013 to Jul 2021
- Securities Service Network, LLCOct 2011 to Jul 2020
- Ssn Advisory, Inc.Oct 2011 to Jul 2020
- Safe Money Concepts, LLCJun 2011 to May 2025
- Terra Firma Ventures, LLCSep 2007 to May 2025
- Medallion Financial GroupOct 1987 to May 2025
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2213177
- Firm CRD
- 6413