John Linsenmeyer

GIRARD PARTNERS LTD.

Lutherville Timonium, MD 21093

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CRD#: 3268444

Professional summary

John Linsenmeyer, CIMA®, who also goes by John C Linsenmeyer, is a registered financial advisor currently at GIRARD PARTNERS LTD. located in Lutherville Timonium, Maryland.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. John has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John C Linsenmeyer

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) Meyer Mill, LLC; Investment Related; Fulton, MD; 06/01/2018; Real Estate - Rental Properties - Passive; Partner; Meyer Mill LLC - is a partnership that currently holds 2 rental properties. No compensation is received at this point because all earnings are used for maintenance and pay down of mortgages. Potential for rental income to come in the future; 2 hours per month with 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 20, 2023 - Present

GIRARD PARTNERS LTD.

Office #1: 10801 Tony Dr. Suite 100, Lutherville Timonium, MD 21093

RIA

CRD#: 39163

Lutherville Timonium, MD

Past

June 9, 2021 - July 12, 2023

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

Baltimore, MD

Past

June 9, 2021 - July 12, 2023

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

Baltimore, MD

Past

January 17, 2020 - April 1, 2021

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

December 24, 2019 - March 23, 2021

WELLESLEY ASSET MANAGEMENT, INC.

RIA

CRD#: 116176

COLUMBIA, MD

Past

August 7, 2012 - November 18, 2019

PNC CAPITAL ADVISORS LLC

RIA

CRD#: 151829

BALTIMORE, MD

Past

January 28, 2010 - December 3, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

CRD#: 118787

BALTIMORE, MD

Past

July 11, 2008 - November 20, 2009

PNC CAPITAL ADVISORS, INC.

RIA

CRD#: 109935

BALTIMORE, MD

Past

March 24, 2008 - December 31, 2009

IMST DISTRIBUTORS, LLC

CRD#: 130745

BALTIMORE, MD

Past

July 1, 2004 - February 14, 2008

UBS ASSET MANAGEMENT (US) INC.

CRD#: 583

NEW YORK, NY

Past

February 24, 2003 - July 6, 2004

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

March 9, 2001 - June 18, 2001

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

GIRARD PARTNERS LTD.

GIRARD | UNIVEST WEALTH MANAGEMENT | GIRARD, A UNIVEST WEALTH DIVISION | GIRARD PARTNERS LTD. | GIRARD ADVISORY SERVICES, LLC

CRD#: 39163 / SEC#: 801-60354, 8-48588

RIA

Registered Investment Advisory firm - SEC (6/14/2001 Approved)

District of Columbia

Registered Investment Advisory firm - SEC (12/31/2010 Failure to Renew)

Terminated by SEC on 02/14/2011

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

Maryland
(7/20/2023)

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

IAR

Series 66

Date: 11/11/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/8/2001

General Securities Representative Examination

Current Firm

GIRARD PARTNERS LTD.

GIRARD | UNIVEST WEALTH MANAGEMENT | GIRARD, A UNIVEST WEALTH DIVISION | GIRARD PARTNERS LTD. | GIRARD ADVISORY SERVICES, LLC

CRD#: 39163 / SEC#: 801-60354, 8-48588

RIA

Registered Investment Advisory firm - SEC (6/14/2001 Approved)

District of Columbia

Registered Investment Advisory firm - SEC (12/31/2010 Failure to Renew)

Terminated by SEC on 02/14/2011

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Contact information

Main Address

555 Croton Road Suite 210, King Of Prussia, PA 19406

Mailing Address

Phone number

(610) 337-7640

Established

Pennsylvania since 03/09/1995

Firm type

Corporation

Fiscal year end

December

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/31/2025)

Direct owners and executive officers

Name	Position	CRD#
NORRIS, KEVIN BRIAN	PRESIDENT, CHIEF COMPLIANCE OFFICER & CHEIF INVESTMENT OFFICER	2498441
SEIDEL, RICHARD BASCOM	CHAIRMAN	1232224
CROSSETT, THOMAS J	VICE PRESIDENT SALES & MARKETING	3223221

Regulatory assets under management

Total Number of Accounts	4,636
AUM (Assets Under Management)	$ 2,652,300,000

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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Advisor Monitoring

Firm Stability Insights

John Linsenmeyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

FORESIDE FUND SERVICES, LLC

WELLESLEY ASSET MANAGEMENT, INC.

PNC CAPITAL ADVISORS LLC

FORESIDE DISTRIBUTION SOLUTIONS, LLC

PNC CAPITAL ADVISORS, INC.

IMST DISTRIBUTORS, LLC

UBS ASSET MANAGEMENT (US) INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

GIRARD PARTNERS LTD.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/8/2001

Current Firm

GIRARD PARTNERS LTD.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

GIRARD PARTNERS LTD.

TRUST BUT VERIFY

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