How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW John

ADVISOR PROFILE

Services Offered
Estate Planning
Investment Planning
Employee and Employer Plan Benefits
Business Succession Planning
Retirement Planning
Comprehensive Financial Planning
Insurance Planning
Long-term Care

1. NAME OF OTHER BUSINESS: REMAX INVESTMENT RELATED: NO, ADDRESS: 7700 FRANCE AVE SOUTH, EDINA, MNJ, 55435 AND 604 BIELENBERG DR, STE 100,. WOODBURY, MN, 55125, NATURE OF BUSINESS: REAL ESTATE, START DATE: 1996, POSITION/TITLE/RELATIONSHIP: BROKER ASSOCIATE , APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: SELL REAL ESTATE; 2. DBA: FINANCIAL PLANNING ASSOCIATES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, FINANCIAL AND INSURANCE SERVICES, START 1993, 10-15 HOURS PER WEEK - DURING TRADING HOURS, OWNER/PRESIDENT - FINANCIAL ADVISOR. 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 07/2019; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, LONG TERM CARE, MEDICARE ADVANTAGE AND MEDICARE SUPPLEMENTS; 4. NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: AUTHOR OF A BOOK ; START DATE: 01/2007 ; POSITION/TITLE/RELATIONSHIP: AUTHOR ; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: AUTHOR OF A BOOK ; 5. NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 01/1990 POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: OWN, MANAGE, AND DEVELOP RENTAL OR SPEC REAL ESTATE ; 6. NAME OF OTHER BUSINESS: JOHN MAZZARA AND ASSOCIATES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: DBA; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA; 7. NAME OF OTHER BUSINESS: JOHN MAZZARA AND ASSOCIATES LLC DBA SENIORHOUSINGGUIDE.US and SENIORHOUSINGGUIDE.com; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: WEBSITE/MAGAZINE PUBLICATION; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MAINTAIN AND UPDATE WEBSITE AND PUBLICATION, SELL ADVERTISING TO VENDORS;

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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John Michael Mazzara

Experience: 33 years / 4 firms

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