John Frederick Stauffer
Investment adviser representative at Financial Management Strategies, Inc.
17 yearsExperience
1 stateRegistered in
$714.2MFirm assets
20 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Cetera Investment Advisers LLCJun 2023 to now
- Financial Management Strategies, Inc.Jan 2017 to now
- Cetera Wealth Services, LLCDec 2016 to now
- Guardian Life Insurance CompanySep 2009 to now
- Park Avenue SecuritiesJan 2010 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (OH).
Financial Management Strategies, Inc.
$714.2MAssets managed
1,895Clients
21Advisers
20 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
- 5751719
- Firm CRD
- 120818