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John Leonard Vanderburgh

LIFEWISE WEALTH ADVISORS
CHAMPAIGN, IL
·CRD# 2974060·29 years experience

Professional Summary

John Leonard Vanderburgh is a registered financial advisor currently at LIFEWISE WEALTH ADVISORS located in Champaign, Illinois. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

LIFEWISE WEALTH ADVISORS·CRD# 341748
RIA
2911 Crossing Court Suite 102, Champaign, IL 61822
October 1, 2026 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Bethany, IL
June 20, 2023 - July 23, 2026
CETERA WEALTH SERVICES, LLC·CRD# 13572
RIA
Bethany, IL
July 20, 2021 - June 30, 2023
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Bethany, IL
March 3, 2020 - July 20, 2021
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Bethany, IL
July 7, 2003 - March 4, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
St. Petersburg, FL
June 7, 1999 - February 22, 2002
FSC SECURITIES CORPORATION·CRD# 7461
BD
Atlanta, GA
November 17, 1997 - June 4, 1999

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Current Firm

LW
LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469
RIA
Registered Investment Advisory firm - SEC (6/18/2026 Approved)

Contact Information

Main Address

2911 Crossing Court Suite 102, Champaign, IL 61822

Phone Number

(217) 351-8755

# of Employees

8

SEC notice filing (5 States and Territories)

Registered to provide investment advisory services in 5 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIFEWISE WEALTH ADVISORS ADV PART 2A 9-10-26 (9/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,123

AUM (Assets Under Management)

$491,909,807

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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) NAME OF OTHER BUSINESS: VANDER BURGH FINANCIAL SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: 1686 CR 650 E, BETHANY, IL 61914 NATURE OF BUSINESS: ACCOUNTING, PAYROLL, TAX PREPARATION START DATE: 7/2003 POSITION/TITLE/RELATIONSHIP: CPA APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: ACCOUNTING, PAYROLL AND TAX PREPARATION FOR INDIVIDUALS AND SMALL BUSINESSES 2) NAME OF OTHER BUSINESS: JOHN VANDER BURGH, FARM INVESTMENT RELATED: NO ADDRESS: 1686 CR 650 E, BETHANY, IL 61914 NATURE OF BUSINESS: AGRICULTURAL PRODUCTION - CORN, SOYBEANS, HAY, CATTLE, PIGS START DATE: 1986 POSITION/TITLE/RELATIONSHIP: ALL LABOR AND MANAGEMENT APX NUMBER OF HOURS PER WEEK: LESS THAN 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: ALL LABOR AND MANAGEMENT 3) NAME OF OTHER BUSINESS: TREASURER - OKAY VALLEY CUSD #302 INVESTMENT RELATED: NO ADDRESS: 1686 CR 650 E, BETHANY, IL 61914 NATURE OF BUSINESS: TREASURER OF LOCAL SCHOOL DISTRICT (OKAW VALLEY) START DATE: 4/2007 POSITION/TITLE/RELATIONSHIP: TREASURER OF THE DISTRICT AND BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: : TREASURER OF THE DISTRICT AND BOARD OF DIRECTORS 4) NAME OF OTHER BUSINESS: 20/20 FORENSIC ACCOUNTING INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FORENSIC ACCOUNTING START DATE: 6/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: ALL LABOR AND MANAGEMENT 5)NAME OF OTHER BUSINESS: LIFEWISE WEALTH ADVISORS ; INVESTMENT RELATED: YES ; ADDRESS:2911 CROSSING COURT SUITE 102 CHAMPAIGN IL 61822 ; NATURE OF BUSINESS: DBA NAME FOR FINANCIAL SERVICES ; START DATE:03/2020 ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES:PROVIDE BROKERAGE SERVICES TO CLIENTS; 6)NAME OF OTHER BUSINESS: 3M Operations LLC DBA Morgan's Meat Market ; INVESTMENT RELATED: No; ADDRESS:1401 Dewitt Ave. Mattoon, IL 61938 ; NATURE OF BUSINESS: Partial owner and bookkeeping ; START DATE: 10/1/26 ; POSITION/TITLE/RELATIONSHIP:Partner/Bookkeeper ; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: N/A; BRIEF DESCRIPTION OF DUTIES:PROVIDE BROKERAGE SERVICES TO CLIENTS;

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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".
LW
LIFEWISE WEALTH ADVISORS

CENTRAL ILLINOIS GROUP, LLC | LIFEWISE WEALTH ADVISORS

CRD#: 341748 / SEC#: 801-136469
RIA
Registered Investment Advisory firm - SEC (6/18/2026 Approved)

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.
IAR
Illinois
(10/1/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jun 2021About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 1997About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 1999About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Leonard Vanderburgh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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