John Joseph Cunningham
Investment adviser representative at Reality Financial Planning Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$125.9MFirm 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
11 years in the industry.
- Reality Financial Planning Services, LLCNov 2020 to now
- TIAAMay 2018 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMay 2018 to Nov 2020
- Global Financial Private Capital, LLCJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Reality Financial Planning Services, LLC
$125.9MAssets managed
214Clients
2Advisers
Under 1 yearIn 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
- 6543551
- Firm CRD
- 143352