John Konefal
Investment adviser representative at LPL Financial LLC
6 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
6 years in the industry.
- LPL Financial LLCJun 2021 to now
- Community BankJun 2021 to now
- Northwestern Mutual Wealth Management CompanyMar 2021 to Jun 2021
- Northwestern Mutual Investment Services LLCJan 2021 to Jun 2021
- Peter DerrenbackerJan 2021 to Jun 2021
- TD AmeritradeMar 2018 to Jan 2021
- Cambridge Investment Research LLCJan 2017 to Mar 2018
- Custom Wealth ManagementJan 2017 to Mar 2018
- Key Investment ServicesJun 2015 to Jan 2017
- KeybankMar 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6521581
- Firm CRD
- 6413