John has worked for a number of firms, most recently Merrill Lynch, where he was the sales manager for the Seattle Complex and in charge of the new advisor training program. These firms all had one thing in common, they were not as client-focused as John felt they should be. Along with two other partners, John decided it was time to start a firm that was going to put his clients first and allow him to work with clients the way he wanted to work with them. So, he started Tallus. John began his career in 1994 and has focused building his experience on risk management strategies which involve a combination of hedging, income generating, fixed income, and option strategies. With a solid background in investments and a place to implement his ideas, John continually strived to add to the quality of his relationships with his clients. Having realized the impact the economy and stock market has had on investors over the last several years, John continually analyzes the current welfare of the markets and where we are as investors. This allows him to make the necessary and well informed decisions for his clients. John grew up in Great Falls, Montana and graduated from Gonzaga University in 1994, becoming registered later that year. John currently holds series 7, 8, 9, and 63 registrations with LPL Financial, 65 registration with Financial Advocates Investment Management, as well as insurance licenses. He lives in Seattle with his wife and son and is an avid tennis competitor.
At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.
We understand today's financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
|No. of Employees:||2-4|
|Name of Broker/Dealer:||LPL FINANCIAL LLC|
|States Licensed in:||WA|
|Work with the following types of clients:||Businesses, Individual Investors|
|Advisory Services Provided:||Investment Advice & Management, Financial Planning for Businesses, Financial Planning, Portfolio Management, Retirement Planning, Financial Planning for Individuals, Financial Advice & Consulting|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Stocks|
|Can meet clients in the following ways:||Email, Your Office, Phone, Video Conference, Our Offices|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250K+|
|Compensation Methods:||Based on Assets|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
LPL WiserAdvisor Cash Solicitor Disclosure
Additional Detailed Disclosures
Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Tallus Capital Management, a registered investment advisor. Financial Advocates Investment Management, Tallus Capital Management and LPL Financial are separate entities.
The LPL registered representatives with Tallus Capital Management may only discuss securities or transact business with persons who are residents of AK, AR, AZ, CA, CO, DC, FL, GA, HI, ID, IL, KS, MA, MD, MI, MO, MS, MT, NC, NJ, NM, NY, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WY.
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
FULCRUM WEALTH ADVISORS, LLC
28 Years of ExperienceView Profile