JL
John R. Lachapelle
CETERA INVESTMENT ADVISERS LLC
ROCHESTER, NH 03867
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CRD#: 1362547
JL
Professional summary
John Ronald Lachapelle, ChFC® is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Rochester, New Hampshire and CETERA WEALTH SERVICES, LLC located in Portsmouth, New Hampshire.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. John has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. NAME OF ENTITY:Creteau, Hackett, Lachapelle Associates LLC (CHL & Associates); No; 73 WAKEFIELD STREET; ROCHESTER; NH; 3887; Fixed Insurance/dba; Registered Representative & Investment Adviser Representative; 1/1/2001; 40; 40; Sale of Fixed Life and Annuity Products; 2. NAME OF ENTITY:CHL Properties; No; 73 WAKEFIELD STREET; ROCHESTER; NH; 3887; real estate rental; owner; 6/1/2001; 0; 0; own and manage rental property; 3. NAME OF ENTITY: Independent Insurance Agent; Yes; 73 WAKEFIELD STREET; ROCHESTER; NH; 3887; fixed insurance sales; Independent Insurance Agent; 10/4/2005; 160; 160; sales and service of fixed insurance products; 4. NAME OF ENTITY:Portsmouth Football Golf Tournament and Mark Beaulier Scholarship; No; POBox 4357; Portsmouth; NH; 03801; Fund raising event; Committee Chair; 5/1/2021; 10; 0; Organize meetings, seek sponsors, organize event; 5. NAME OF OTHER BUSINESS: CHRISTIAN LIFE CHURCH INVESTMENT RELATED: NO ADDRESS: 775 HAROLD DOW HIGHWAY, ELLIOT, ME 03903 NATURE OF BUSINESS: NON-PROFIT CHURCH START DATE: 2/2022 POSITION/TITLE/RELATIONSHIP: EXECUTIVE LEADER, MEN'S MINISTRY DIRECTOR APX NUMBER OF HOURS PER WEEK: 2-4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: DEVELOPING STRATEGY, PLANS, AND EVENTS FOR THE CHURCH AND MEN'S MINISTRY EVENTS; 6. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS; 7. NAME OF OTHER BUSINESS: INTEGRITY PROPERTY PARTNERS, LLC; INVESTMENT RELATED: NO; ADDRESS: 5 DUNLIN WAY PORTSMOUTH, NH 03801; NATURE OF BUSINESS: REAL ESTATE; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: BUYING AND SELLIG REAL ESTATE;
CRS (Client Relationship Summary) - RIA
Click below to view John Ronald Lachapelle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 73 Wakefield Street, Rochester, NH 03867Office #2: One New Hampshire Ave Suite 125, Portsmouth, NH 03801RIA
CRD#: 105644
ROCHESTER, NH
Current
June 9, 2021 - Present
CETERA WEALTH SERVICES, LLC
Office #1: One New Hampshire Ave Suite 125, Portsmouth, NH 03801Office #2: 73 Wakefield Street, Rochester, NH 03867BD
CRD#: 13572
Portsmouth, NH
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
October 24, 2005 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
ROCHESTER, NH
Past
October 3, 2005 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
ROCHESTER, NH
Past
May 5, 2005 - September 30, 2005
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
ROCHESTER, NH
Past
July 24, 1985 - December 10, 1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BD
CRD#: 680
NEWARK, NJ
Past
July 24, 1985 - September 30, 2005
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/9/2021)
RR
California(6/9/2021)
RR
Connecticut(8/3/2021)
RR
Delaware(10/28/2024)
RR
Florida(6/10/2021)
RR
Georgia(12/21/2022)
RR
Maine(6/9/2021)
RR
Massachusetts(6/9/2021)
RR
Missouri(1/9/2024)
RR
Montana(6/9/2021)
RR
New Hampshire(6/9/2021)
IAR
New Hampshire(6/29/2023)
RR
New York(6/9/2021)
RR
North Carolina(6/9/2021)
RR
Ohio(12/15/2023)
RR
South Carolina(6/9/2021)
RR
Texas(6/26/2025)
IAR
Texas(6/26/2025)
RR
Vermont(4/20/2022)
RR
West Virginia(10/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Rochester, NH 03867TRUST BUT VERIFY
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