John R. Boyer

WISDOM FINANCIAL PLANNING

TAMPA, FL 33606

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CRD#: 1981777

Professional summary

John Richard Boyer, CFP®, who also goes by John Boyer, Johnny Boyer, Johnny Richard Boyer, is a registered financial advisor currently at WISDOM FINANCIAL PLANNING located in Tampa, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Estate Planning

Insurance Planning

Tax Planning

Life Transitions

Education Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Are you a "fiduciary"?

Yes

Aliases

John Boyer | Johnny Boyer | Johnny Richard Boyer

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) John Boyer, Inc. Investment Related. 1304 S. De Soto Ave, #101, Tampa, FL 33606. Investment Advisory, Owner. Start 8/2020. 150hrs/mo, 5hrs/day during trading hours. Owner, portfolio construction, planning advise, client appointments. 2) Fixed Insurance - 1304 S. DE SOTO AVE #101, TAMPA, FL 33606 - PRIV CORP - INSURANCE SALES AGENT- START DT:11/1/07 - 4HRS/MO TRADE HRS - INSURANCE PLANNING-LIFE, DISABILITY, LONG TERM CARE, AND FIXED ANNUITIES- NON-INVESTMENT RELATED 4)Barron Asset Management, Inc. - 1601 West Platt Street, Tampa, FL 33606 - 01/1900 - NIR - Its a holding company (sub s) for my office building. - Owner of building. - Sub S Corp - 0 hrs/mo trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Richard Boyer's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

July 8, 2010 - Present

WISDOM FINANCIAL PLANNING

Office #1: 1304 Desoto Ave 101, Tampa, FL 33606

RIA

CRD#: 145275

TAMPA, FL

Past

August 26, 2020 - October 4, 2023

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Tampa, FL

Past

March 31, 2006 - September 19, 2008

BARRON ASSET MANAGEMENT, INC.

RIA

CRD#: 125092

TAMPA, FL

Past

January 7, 1997 - December 31, 2005

BARRON ASSET MANAGEMENT, INC.

RIA

CRD#: 125092

TAMPA, FL

Past

March 2, 1995 - August 29, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

TAMPA, FL

Past

November 30, 1992 - March 3, 1995

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

October 16, 1989 - December 4, 1992

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 22, 1989 - September 12, 1989

THOMSON MCKINNON SECURITIES INC.

CRD#: 829

NEW YORK, NY

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".

WISDOM FINANCIAL PLANNING

JOHN BOYER, INC. | WISDOM FINANCIAL PLANNING

CRD#: 145275 / SEC#: 801-121513

RIA

Registered Investment Advisory firm - (6/16/2021 Approved)

Florida

Registered Investment Advisory firm - (8/1/2012 Approved)

Ohio

Registered Investment Advisory firm - (4/13/2012 Approved)

Texas

Registered Investment Advisory firm - (6/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Florida
(8/31/2010)

IAR

Ohio
(7/8/2010)

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

IAR

Series 65

Date: 1/29/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/19/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/7/1995

General Securities Principal Examination

Current Firm

WISDOM FINANCIAL PLANNING

JOHN BOYER, INC. | WISDOM FINANCIAL PLANNING

CRD#: 145275 / SEC#: 801-121513

RIA

Registered Investment Advisory firm - (6/16/2021 Approved)

Florida

Registered Investment Advisory firm - (8/1/2012 Approved)

Ohio

Registered Investment Advisory firm - (4/13/2012 Approved)

Texas

Registered Investment Advisory firm - (6/2/2022 Terminated)

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Contact information

Main Address

1304 Desoto Ave 101, Tampa, FL 33606

Mailing Address

Phone number

(813) 254-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	549
AUM (Assets Under Management)	$ 158,564,721

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.

Contact information

xxxxx@xxxx.xxx

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John R. Boyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Richard Boyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

BARRON ASSET MANAGEMENT, INC.

BARRON ASSET MANAGEMENT, INC.

SECURITIES SERVICE NETWORK, LLC

CHASE INVESTMENT SERVICES CORP.

PRUDENTIAL EQUITY GROUP, LLC

THOMSON MCKINNON SECURITIES INC.

Primary Firm SEC Registration

WISDOM FINANCIAL PLANNING

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/1993

Series 63

Date: 10/27/1989

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/19/1989

Series 24

Date: 6/7/1995

Current Firm

WISDOM FINANCIAL PLANNING

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISDOM FINANCIAL PLANNING

TRUST BUT VERIFY

Contact information

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