John S. Longstaff

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CRD#: 1203969

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Scott Longstaff, CFP® was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1984. John had worked at 8 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Past

December 12, 2013 - January 21, 2022

THE PLANNING CENTER, INC.

RIA

CRD#: 118994

FRESNO, CA

Past

July 8, 2008 - December 31, 2014

BEECHWOOD WEALTH ADVISORS, LLC

RIA

CRD#: 147113

FRESNO, CA

Past

February 5, 2007 - April 22, 2008

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

FRESNO, CA

Past

February 5, 2007 - April 22, 2008

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

FRESNO, CA

Past

March 8, 2006 - May 21, 2007

BEECHWOOD INVESTMENT GROUP, LLC

RIA

CRD#: 136760

FRESNO, CA

Past

December 11, 2003 - November 8, 2008

BEECHWOOD ADVISORY GROUP, LLC

RIA

CRD#: 127614

FRESNO, CA

Past

October 3, 2003 - February 6, 2007

EPLANNING SECURITIES, INC.

CRD#: 46000

ROSEVILLE, CA

Past

January 30, 2003 - October 2, 2003

INSTITUTIONAL ADVISOR SERVICES

RIA

CRD#: 44960

FRESNO, CA

Past

March 3, 1999 - October 2, 2003

INSTITUTIONAL ADVISOR SERVICES

CRD#: 44960

FRESNO, CA

Past

January 25, 1984 - March 2, 1999

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE PLANNING CENTER, INC.

THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.

CRD#: 118994 / SEC#: 801-61051

RIA

Registered Investment Advisory firm - (4/12/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/7/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Current Firm

THE PLANNING CENTER, INC.

THE PLANNING CENTER ADVISORS, INC. | THE PLANNING CENTER, INC.

CRD#: 118994 / SEC#: 801-61051

RIA

Registered Investment Advisory firm - (4/12/2002 Approved)

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Contact information

Main Address

1615 5th Avenue, Moline, IL 61265

Mailing Address

Phone number

(309) 797-4030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (3/18/2025)

Regulatory assets under management

Total Number of Accounts	3,335
AUM (Assets Under Management)	$ 1,186,883,573

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John S. Longstaff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BEECHWOOD WEALTH ADVISORS, LLC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

BEECHWOOD INVESTMENT GROUP, LLC

BEECHWOOD ADVISORY GROUP, LLC

EPLANNING SECURITIES, INC.

INSTITUTIONAL ADVISOR SERVICES

INSTITUTIONAL ADVISOR SERVICES

LPL FINANCIAL LLC

Primary Firm SEC Registration

THE PLANNING CENTER, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/7/1986

Series 7

Date: 1/21/1984

Current Firm

THE PLANNING CENTER, INC.

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PLANNING CENTER, INC.

TRUST BUT VERIFY

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