John M. Piershale
Professional summary
John Matthew Piershale, CFP®, who also goes by John M Piershale, is a registered financial advisor currently at JOHN PIERSHALE WEALTH MANAGEMENT located in Crystal Lake, Illinois.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Matthew Piershale's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 29, 2021 - Present
JOHN PIERSHALE WEALTH MANAGEMENT
Office #1: 333 Commerce Dr Ste 150, Crystal Lake, IL 60014November 2, 2021 - August 19, 2025
ORIGIN INVESTMENT ADVISORY LLC
April 18, 2019 - April 15, 2021
AUSDAL FINANCIAL PARTNERS, INC.
April 18, 2019 - April 15, 2021
AUSDAL FINANCIAL PARTNERS, INC.
August 1, 2013 - June 20, 2019
PIERSHALE FINANCIAL GROUP, INC.
July 24, 2013 - February 26, 2018
TRIAD ADVISORS LLC
May 23, 2008 - July 23, 2013
LPL FINANCIAL LLC
May 23, 2008 - July 23, 2013
LPL FINANCIAL LLC
November 14, 2005 - May 27, 2008
CHASE INVESTMENT SERVICES CORP.
November 14, 2005 - May 27, 2008
CHASE INVESTMENT SERVICES CORP.
November 19, 2004 - November 7, 2005
COMMERCE BROKERAGE SERVICES, INC.
November 16, 2004 - November 7, 2005
COMMERCE BROKERAGE SERVICES, INC.
October 8, 2003 - December 17, 2004
NATCITY INVESTMENTS, INC.
October 8, 2003 - December 17, 2004
NATCITY INVESTMENTS, INC.
June 16, 2003 - October 3, 2003
CUNA BROKERAGE SERVICES, INC.
August 23, 2001 - October 3, 2003
CUNA BROKERAGE SERVICES, INC.
May 23, 2001 - August 16, 2001
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 13, 1998 - May 30, 2001
EDWARD JONES
December 10, 1996 - March 23, 1998
A. G. EDWARDS & SONS, INC.
June 7, 1993 - December 10, 1996
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/29/2021)
Exams
Current Firm
JOHN PIERSHALE WEALTH MANAGEMENT
CRD#: 312770 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 20,000,000 |
Red Flags
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