John A. Kavanshansky

PREMIER WEALTH MANAGEMENT

Poland, OH 44514

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CRD#: 2615504

Professional summary

John Anthony Kavanshansky is a registered financial advisor currently at PREMIER WEALTH MANAGEMENT, LLC located in Poland, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. John has worked at 5 firms and has passed the Series 7 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Anthony Kavanshansky'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®

None

Experience

Current

January 10, 2017 - Present

PREMIER WEALTH MANAGEMENT, LLC

Office #1: 8560 South Avenue, Poland, OH 44514

RIA

CRD#: 137856

Poland, OH

Past

November 14, 2005 - December 31, 2016

PREMIER WEALTH MANAGEMENT, LLC

RIA

CRD#: 137856

LITHIA, FL

Past

June 4, 1999 - September 14, 2004

NATCITY INVESTMENTS, INC.

CRD#: 17490

CLEVELAND, OH

Past

September 8, 1997 - December 17, 1997

GOLDK INVESTMENT SERVICES, INC

CRD#: 15514

BOSTON, MA

Past

June 22, 1995 - September 19, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 22, 1995 - September 19, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Ohio
(1/10/2017)

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

General Industry/Product Exam

Series 7

Date: 6/21/1995

General Securities Representative Examination

Current Firm

PREMIER WEALTH MANAGEMENT, LLC

CRD#: 137856 / SEC#:

Florida

Registered Investment Advisory firm - (7/20/2012 Terminated)

Ohio

Registered Investment Advisory firm - (1/10/2017 Approved)

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).

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Contact information

Main Address

8560 South Avenue, Poland, OH 44514

Mailing Address

Phone number

(330) 953-1396

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 13,000,000

Red Flags

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

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John A. Kavanshansky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Anthony Kavanshansky's CRS (Customer Relationship Summary).

Certified licenses

Experience

PREMIER WEALTH MANAGEMENT, LLC

PREMIER WEALTH MANAGEMENT, LLC

NATCITY INVESTMENTS, INC.

GOLDK INVESTMENT SERVICES, INC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 7

Date: 6/21/1995

Current Firm

PREMIER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PREMIER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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