John O. Hetzel
SK ADVISOR NETWORK
Plano, TX 75024
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CRD#: 4147688
Professional summary
John Otto Hetzel, CFP®, CIMA® is a registered financial advisor currently at SK ADVISOR NETWORK, LLC located in Plano, Texas and POMONA WEALTH MANAGEMENT, LLC located in Plano, Texas.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 9 firms and has passed the Series 66, Series 7 and Series 24 exams.
Biography
My story in finance started by accident when I took a chance with a company offering me the chance to help teachers plan for retirement. We did this by helping them set up their 403b plans through their local school districts. Both my parents were teachers, and I was not excited about the more traditional path for me within the engineering industry, so I went for it. I knew just enough more, at just that time, to have a positive impact on their life.
In many cases it was just the help they needed to make that one small adjustment…that had profound implications for their future. However, even after helping all those teachers start saving for retirement, what I carried around most those early years was guilt, from having “sold” them an annuity. The fact that I cold called them, “sold” them an annuity, earned a commission, already felt “icky”…even back then in the late 90’s.
The younger me used that guilt as motivation to learn all he could about personal finance, and specifically investments. They had to be making those returns because they knew more than me. Why else was I stuck selling a fixed/indexed annuity that would only make a lousy 8% the next few years? It wasn’t until many certifications later, and a huge drop in the market, that much of that weight was lifted. I was out in Dallas one night when a woman mentioned to her friends that I was her financial advisor. I did not recognize her at the time, but her next comment almost floored me. She said, “I saved her marriage…” and then proceeded to explain how her husband lost all their savings in “tech stocks”. Fortunately, her retirement account, “was always going up and was then more money then she had ever had”. That stability also helped them through some difficult financial times. That was one of the first times I felt the power of “doing good, and always coming out well”.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Income Management
Retirement Planning
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
AUM
Baby Boomers
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
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.
John is an authorized agent and has Power of Attorney for Mountain Point, LLC. Less than 1% of the advisor's time is spent in this role. sK Advisor Network, LLC, Investment Related, Same Address, Managing Member & CCO, Start Date 12/2021, 5 to 10 hours a month during market hours. sK is an SEC registered IA that is a collective of multiple smaller RIAs that together can achieve greater industry scale and shared services. sK Advisor Network provides fee-only asset management and financial services through consultations and also furnishes advice to clients on matters not involving securities.
CRS (Client Relationship Summary) - RIA
Click below to view John Otto Hetzel'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®
Start date: 2002
Experience
Current
December 20, 2021 - Present
SK ADVISOR NETWORK, LLC
Office #1: 8105 Rasor Blvd. Box #87, Plano, TX 75024RIA
CRD#: 317533
Plano, TX
Current
April 18, 2024 - Present
POMONA WEALTH MANAGEMENT, LLC
Office #1: 8105 Rasor Blvd Box #87, Plano, TX 75024RIA
CRD#: 329171
Plano, TX
Current
October 2, 2024 - Present
NFWM
Office #1: 8105 Rasor Blvd. Box #87, Plano, TX 75024RIA
CRD#: 317406
Plano, TX
Past
December 20, 2021 - October 2, 2024
NFWM
RIA
CRD#: 317406
PLANO, TX
Past
June 7, 2012 - January 24, 2022
BEAIRD HARRIS
RIA
CRD#: 107238
DALLAS, TX
Past
September 15, 2008 - May 23, 2012
JWA FINANCIAL GROUP, INC.
RIA
CRD#: 114646
DALLAS, TX
Past
October 10, 2006 - September 25, 2008
CADENCE FINANCIAL ADVISORS, LLC
RIA
CRD#: 141807
DALLAS, TX
Past
October 21, 2005 - September 12, 2006
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
IRVING, TX
Past
May 16, 2001 - September 12, 2006
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
IRVING, TX
Past
March 22, 2000 - April 27, 2001
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
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".
SA
SK ADVISOR NETWORK, LLC
SK ADVISOR NETWORK, LLC | SK ADVISORY NETWORK, LLC | SK ADVISORY NETWORK
CRD#: 317533 / SEC#: 801-122863
RIA
Registered Investment Advisory firm - (12/13/2021 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.Highlighted states indicate IAR registrations
IAR
Texas(12/20/2021)
IAR
Washington(10/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SA
SK ADVISOR NETWORK, LLC
SK ADVISOR NETWORK, LLC | SK ADVISORY NETWORK, LLC | SK ADVISORY NETWORK
CRD#: 317533 / SEC#: 801-122863
RIA
Registered Investment Advisory firm - (12/13/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8105 Rasor Blvd. Box #87, Plano, TX 75024
Mailing Address
Phone number
(214) 379-3336
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 364 |
| AUM (Assets Under Management) | $ 165,157,385 |
Red Flags
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Company Information
SK ADVISOR NETWORK, LLC
CRD#: 317533Plano, TX 75024TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
