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John Joseph Skowronski Ii

PCG WEALTH MANAGEMENT

Indpendence, MO

·CRD# 4130860·26 years experience

Professional Summary

John Joseph Skowronski II is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Indpendence, Missouri and LPL FINANCIAL LLC located in Independence, Missouri. John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. John has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

26 years in the financial services industry

Current & Past Employments

PCG WEALTH MANAGEMENT·CRD# 290977

RIA

4200 Little Blue Parkway Suite 460, Indpendence, MO 64057

June 13, 2019 - Present

LPL FINANCIAL LLC·CRD# 6413

RIA

BD

4200 Little Blue Pkwy, Ste 460, Independence, MO 64057

June 6, 2019 - Present

SECURITIES AMERICA ADVISORS, INC.·CRD# 110518

RIA

Lees Summit, MO

January 7, 2013 - June 11, 2019

SECURITIES AMERICA, INC.·CRD# 10205

BD

Kansas City, MO

December 2, 2003 - June 11, 2019

VERAVEST INVESTMENTS, INC.·CRD# 3960

BD

Worcester, MA

July 10, 2003 - November 26, 2003

METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095

BD

New York, NY

February 6, 2001 - June 27, 2003

MSI FINANCIAL SERVICES, INC.·CRD# 14251

BD

Springfield, MA

February 6, 2001 - June 27, 2003

CONSECO SECURITIES, INC.·CRD# 29367

BD

Carmel, IN

May 8, 2000 - December 18, 2000

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Current Firm

PW

PCG WEALTH MANAGEMENT

LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS

CRD#: 290977 / SEC#: 801-112183

RIA

Registered Investment Advisory firm - SEC (12/15/2017 Approved)

Contact Information

Main Address

5700 W. 112th Street, Suite 120, Overland Park, KS 66211

Phone Number

(913) 323-3112

# of Employees

24

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PCG WEALTH ADVISORS - DISCLOSURE BROCHURE (2/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

4,710

AUM (Assets Under Management)

$931,127,284

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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. 03/29/2005 - THE SKOWRONSKI FAMILY TRUSTL/ ACT IN A FIDUCIARY CAPACITY/ INVESTMENT RELATED/ 1%/ LEES SUMMIT, MO 2. 10/01/1991 - PCG WEALTH MANAGEMENT/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 5%/ LEES SUMMIT, MO 3. 01/01/2018 - PCG WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ LEES SUMMIT, MO 4. 06/11/2019 - PCG Wealth Advisors, LLC - DBA:PCG WEALTH MANAGEMENT - Investment related - At reported business location(s) - Registered Investment Advisor DBA - Investment related - At reported business location(s) - 135 hrs/mo - 35 hrs during trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2019. I expect to spend approximately 35 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. 5. 06/11/2019 - PCG WEALTH ADVISORS, LLC - Investment related - At reported business location(s) - Registered Investment Advisor Hybrid - start date:1/1/2018 - 35 hrs/mo - 35 hrs during trading - I provide investment advisory services through PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in June 2019. I expect to spend approximately 35 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. 6. 10/07/2019 - JRS Retirement Solutions LLC - Investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date:06/05/2019 - 160 hrs/mo - 6 hrs during trading.

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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".

PW

PCG WEALTH MANAGEMENT

LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS

CRD#: 290977 / SEC#: 801-112183

RIA

Registered Investment Advisory firm - SEC (12/15/2017 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Florida
(1/26/2022)

RR

Iowa
(8/4/2022)

RR

Kansas
(6/6/2019)

RR

Missouri
(6/6/2019)

IAR

Missouri
(6/13/2019)

RR

Tennessee
(6/11/2026)

RR

Texas
(6/6/2019)

IAR

Texas
(2/24/2020)

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.Note:This rule does not apply to broker-dealer activity.

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 Dec 2012About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2000About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2000About the Series 6 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Skowronski II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JS

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