John Michael Park
Investment adviser representative at Strategic Planning Group
12 yearsExperience
2 statesRegistered in
$910.3MFirm assets
8 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 feeOther
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
12 years in the industry.
- John Park Sole ProprietorJan 2021 to now
- JP Financial LLCJan 2015 to now
- Strategic Planning GroupDec 2014 to now
- John M. Park, Sole ProprietorOct 2014 to now
- Purshe Kaplan Sterling InvestmentsNov 2017 to Sep 2020
- Cambridge Investment Research Advisors, Inc.Oct 2015 to Nov 2017
- Cambridge Investment Research IncOct 2014 to Nov 2017
- Capital ConceptsMay 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (LA, UT).
Strategic Planning Group
Legal name: Strategic Planning Group, LLC
$910.3MAssets managed
1,622Clients
8Advisers
8 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
- 6166417
- Firm CRD
- 113844