JS
John B. Sinak
ADK WEALTH ADVISORY GROUP
Lake Saint Louis, MO 63367
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CRD#: 3006757
JS
Professional summary
John Bret Sinak, who also goes by Bret Sinak, is a registered financial advisor currently at ADK WEALTH ADVISORY GROUP located in Lake Saint Louis, Missouri and LPL FINANCIAL LLC located in Lake St Louis, Missouri.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. John has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bret Sinak
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. 11/28/2012 - Endeavor Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 0 Hrs/Mth - 0 Hrs During Trading. 2. 10/1/2021 - Kraft, Davis and Associates - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 09/07/2021 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Kraft, Davis and Associates, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 07/25/2025 - JBS Ventures, LLC - Investment Related - Real Estate Rental - 403 Long Gate Court - Start Date:01/02/2023 - 2 Hrs/Mth - 2 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view John Bret Sinak'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®
NoneExperience
Current
March 18, 2022 - Present
ADK WEALTH ADVISORY GROUP
Office #1: 1301 Hrc Plaza Drive, Lake Saint Louis, MO 63367RIA
CRD#: 175085
Lake Saint Louis, MO
Current
December 6, 2012 - Present
LPL FINANCIAL LLC
Office #1: 1301 Hrc Plaza Drive, Lake St Louis, MO 63367RIA
BD
CRD#: 6413
Lake St Louis, MO
Past
January 25, 2013 - September 9, 2021
CORNERSTONE WEALTH MANAGEMENT, LLC
RIA
CRD#: 164666
DES PERES, MO
Past
June 1, 2009 - December 12, 2012
MORGAN STANLEY
RIA
CRD#: 149777
CHESTERFIELD, MO
Past
June 1, 2009 - December 12, 2012
MORGAN STANLEY
BD
CRD#: 149777
CHESTERFIELD, MO
Past
November 14, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
CHESTERFIELD, MO
Past
November 14, 2008 - June 1, 2009
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
CHESTERFIELD, MO
Past
October 21, 2004 - November 18, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CLAYTON, MO
Past
September 29, 2004 - November 18, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CLAYTON, MO
Past
February 18, 1998 - August 12, 1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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".
AW
ADK WEALTH ADVISORY GROUP
ADK WEALTH ADVISORY GROUP | STECK WEALTH MANAGEMENT | KRAFT, DAVIS & ASSOCIATES, LLC | KRAFT, DAVIS & ASSOCIATES, INC. | INTEGRAL WEALTH | FINANCIAL PLANNING WORLD | ENDEAVOR WEALTH MANAGEMENT
CRD#: 175085 / SEC#: 801-99353
RIA
Registered Investment Advisory firm - (6/9/2015 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/1/2025)
RR
Arizona(12/6/2012)
RR
California(12/6/2012)
RR
Colorado(1/15/2015)
RR
Georgia(10/16/2020)
RR
Illinois(12/6/2012)
RR
Indiana(12/6/2012)
RR
Iowa(4/3/2017)
RR
Maryland(2/12/2021)
RR
Massachusetts(8/6/2025)
RR
Michigan(2/18/2021)
RR
Minnesota(10/4/2018)
RR
Missouri(12/6/2012)
IAR
Missouri(3/23/2022)
RR
Nevada(1/2/2025)
RR
New York(3/27/2019)
RR
North Carolina(9/20/2023)
RR
Oklahoma(10/7/2022)
RR
Tennessee(1/25/2018)
RR
Texas(8/19/2021)
IAR
Texas(3/18/2022)
RR
Utah(4/2/2024)
RR
Washington(12/6/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ADK WEALTH ADVISORY GROUP
ADK WEALTH ADVISORY GROUP | STECK WEALTH MANAGEMENT | KRAFT, DAVIS & ASSOCIATES, LLC | KRAFT, DAVIS & ASSOCIATES, INC. | INTEGRAL WEALTH | FINANCIAL PLANNING WORLD | ENDEAVOR WEALTH MANAGEMENT
CRD#: 175085 / SEC#: 801-99353
RIA
Registered Investment Advisory firm - (6/9/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12935 North Outer Forty Road Suite 101, St. Louis, MO 63141
Mailing Address
Phone number
(314) 878-1489
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,106 |
| AUM (Assets Under Management) | $ 685,673,033 |
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.
Company Information
ADK WEALTH ADVISORY GROUP
CRD#: 175085Lake Saint Louis, MO 63367TRUST BUT VERIFY
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