LPL Financial Advisor at KCU Investment & Retirement Services
Phone Number: 920.783.2313
Fax Number: 920.451.3637
John is an LPL Financial Advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has 6+ years in the investment and insurance industry and holds a bachelor’s degree in Education. John has earned the CRPC® designation, for financial professionals. The CRPC® is conferred by College for Financial Planning. This program enables experienced advisors to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. John has always had a passion for helping and supporting people. He accomplishes this by determining with you what your financial goals are, educating you on services available, and creating a customized plan that is most suited to you, while acting in your best interest as a fiduciary in advisory relationships. This practice will help ensure four key financial principles are covered: Develop and incorporate strategies aimed toward accumulating wealth during your working years, confidence and independence in your retirement, transfer of assets in a more advantageous manner, and continuous and ongoing communication throughout the process.
John continues to serve his community in organizations outside of KCU Investment & Retirement Services. He is Vice President of USPTA Midwest Division Board and the Founder/President of the Fond du Lac Tennis Association. He volunteers at local schools to offer financial literacy and education for students. John and his wife, Julie, reside in Plymouth with their family. In his free time John enjoys reading, playing tennis and basketball.
John is FINRA registered through LPL Financial with his Series 7 and Series 65 to sell securities. He holds Life, Health, and Variable Annuity licenses in the state of Wisconsin.
Check the background of this investment professional on FINRA’s BrokerCheck.
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Thomas Binversie and John Frausto are Financial Advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA
or Any Other Government Agency
|Not Credit Union Guaranteed||Not Credit Union
Deposits or Obligations
|May Lose Value|
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