John M. Sklenar

TRUE WEALTH NATION

CARROLL, IA 51401

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CRD#: 2825549

Professional summary

John Mark Sklenar, CFP® is a registered financial advisor currently at TRUE WEALTH NATION located in Carroll, Iowa.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. John has worked at 7 firms and has passed the Series 63 and Series 7 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.

SKLENAR COMPANY, PC; PRESIDENT; STARTED 11/1978 IN AUDUBON, IOWA; EVENTUALLY HAD THREE OFFICES IN ATLANTIC, CARROLL AND AUDUBON. MERGED INTO SCHNURR & CO IN ABOUT 1993. THEN DEMERGED IN ABOUT 1995. CLOSED AUDUBON OFFICE AND SOLD ATLANTIC OFFICE. THEN STARTED TO FOCUS ON FINANCIAL PLANNING. CURRENTLY WORKING 20 TO 50 HOURS PER MO. AVERAGE IN THE CPA BUSINESS. PREMIER BUSINESS DEVELOPMENT, INC. IS A DORMANT CORPORATION WITH NO BUSINESS ACTIVITY. PREMIER COMPANIES, INC. IS A CORPORATION FROM WHICH MY PAYCHECK IS ISSUED. ITS ONLY INCOME IS FROM MANAGEMENT FEES PAID BY SKLENAR COMPANY, PC AND PREMIER FINANCIAL SERVICES, INC. COMPANY: FORTUNE HI-TECH MARKETING POSITION: MARKETING CONSULTANT NON-INVESTMENT RELATED DATES: 11/2009 - PRESENT ADDRESS: 202 W 7TH STREET., PO BOX 665, CARROL, IA 51401

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mark Sklenar'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®

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

June 2, 2011 - Present

TRUE WEALTH NATION

Office #1: 302 E 7th Street, Carroll, IA 51401

RIA

CRD#: 157347

CARROLL, IA

Past

July 3, 2008 - October 30, 2009

BELLEVUE CHICAGO, LLC

CRD#: 106069

CHICAGO, IL

Past

April 2, 2008 - March 19, 2014

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

CARROLL, IA

Past

February 22, 2008 - April 15, 2008

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

CARROLL, IA

Past

February 22, 2008 - April 15, 2008

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

URBANDALE, IA

Past

January 1, 1999 - December 31, 2009

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

CARROLL, IA

Past

July 9, 1998 - March 4, 2008

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

AMES, IA

Past

November 25, 1996 - December 31, 1997

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

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

Colorado
(5/2/2025)

IAR

Iowa
(6/2/2011)

IAR

Nebraska
(5/14/2014)

IAR

Texas
(2/26/2019)

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

Series 63

Date: 12/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/23/1996

General Securities Representative Examination

Current Firm

TRUE WEALTH NATION

PREMIER FINANCIAL SERVICES, INC. | TRUEWEALTH UNIVERSITY | TRUE WEALTH NATION | PROWISE FINANCIAL COACHING

CRD#: 157347 / SEC#:

Colorado

Registered Investment Advisory firm - (5/2/2025 Approved)

Iowa

Registered Investment Advisory firm - (6/2/2011 Approved)

Nebraska

Registered Investment Advisory firm - (5/14/2014 Approved)

Texas

Registered Investment Advisory firm - (2/25/2019 Conditional Restricted)

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Contact information

Main Address

302 E 7th Street, Carroll, IA 51401

Mailing Address

Po Box 665, Carroll, IA 51401-0665

Phone number

(712) 792-6400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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John M. Sklenar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Mark Sklenar's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUE WEALTH NATION

BELLEVUE CHICAGO, LLC

REDHAWK WEALTH ADVISORS, INC.

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

AVANTAX PLANNING PARTNERS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CADARET, GRANT & CO., INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/16/1996

Series 7

Date: 11/23/1996

Current Firm

TRUE WEALTH NATION

Contact information

Documents

Red Flags

Company Information

TRUE WEALTH NATION

TRUST BUT VERIFY

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