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John C. Stadtmueller

REALTA INVESTMENT ADVISORS
Plymouth, MN
CRD#: 4625117
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John C StadtmuellerREALTA INVESTMENT ADVISORS

Professional summary

John C Stadtmueller, who also goes by John C Stadtmueller, John C. Stadtmueller IV, John Stadtmueller, is a registered financial advisor currently at REALTA INVESTMENT ADVISORS, INC located in Plymouth, Minnesota and REALTA EQUITIES, INC. located in Wilmington, Delaware.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. John has worked at 12 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John C Stadtmueller | John C. Stadtmueller Iv | John Stadtmueller

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.
The advisor shows no other business activity.

Blog Corner

0

CRS (Client Relationship Summary) - RIA

Click below to view John C Stadtmueller'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®
None

Experience

Current

June 24, 2026 - Present

REALTA INVESTMENT ADVISORS, INC

RIA
CRD#: 134952
Plymouth, MN
Current

June 10, 2026 - Present

REALTA EQUITIES, INC.

Office #1: 1201 N. Orange Street Suite 729, Wilmington, DE 19801
BD
CRD#: 23769
WILMINGTON, DE
Past

January 27, 2017 - January 18, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
PLYMOUTH, MN
Past

January 26, 2017 - January 18, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

April 5, 2016 - December 31, 2016

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
TAMPA, FL
Past

February 5, 2016 - December 31, 2016

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

February 5, 2016 - December 31, 2016

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

February 5, 2016 - December 31, 2016

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

July 6, 2015 - December 31, 2016

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
TAMPA, FL
Past

July 21, 2014 - July 6, 2015

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
DENVER, CO
Past

July 28, 2010 - July 11, 2014

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
DENVER, CO
Past

August 28, 2008 - July 22, 2010

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENGLEWOOD, CO
Past

August 28, 2008 - July 22, 2010

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ENGLEWOOD, CO
Past

December 5, 2007 - August 1, 2008

EDWARD JONES

RIA
CRD#: 250
DENVER, CO
Past

November 19, 2007 - August 1, 2008

EDWARD JONES

BD
CRD#: 250
DENVER, CO
Past

May 4, 2007 - November 16, 2007

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

March 11, 2004 - May 1, 2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

January 24, 2003 - March 16, 2004

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA

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".
RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT

CRD#: 134952 / SEC#: 801-68000

RIA
Registered Investment Advisory firm - (6/6/2007 Approved)
New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)

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
Minnesota
(6/24/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/29/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/23/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/3/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/3/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/23/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

RI
REALTA INVESTMENT ADVISORS, INC
BARRACK YARD ADVISORS | YOUNGS FINANCIAL PLANNING & WEALTH MANAGEMENT | WINTHER ASSET MANAGEMENT | WEALTH SOLUTIONS | STAUFFERWILLIAMS ASSET MANAGEMENT | SOMERVILLE INVESTMENTS | REALTA WEALTH | REALTA INVESTMENT ADVISORS, INC | MCLAUGHLIN FINANCIAL GROUP | LEGEND CAPITAL GROUP | IRON VALLEY WEALTH MANAGEMENT | INDEPENDENT WEALTH MANAGEMENT | HR&S FINANCIAL SERVICES | FOUNDRY WEALTH ADVISORS | DONNELLY, MICHAEL | DONNELLY STEEN & COMPANY | DONNELLY ADVISORS GROUP, INC. | DONNELLY ADVISORS GROUP, INC | DIVERSIFIED ASSET MANAGEMENT | COASTAL VALUE PARTNERS | COASTAL INVESTMENT ADVISORS, INC. | COASTAL INVESTMENT ADVISORS | COASTAL ADVISORY GROUP | COASTAL | BLACKBURN CAPITAL MANAGEMENT

CRD#: 134952 / SEC#: 801-68000

RIA
Registered Investment Advisory firm - (6/6/2007 Approved)
New Jersey
Registered Investment Advisory firm - (6/11/2007 Terminated)
Pennsylvania
Registered Investment Advisory firm - (6/27/2007 Terminated)
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Contact information

Main Address
1201 N. Orange Street Suite 729, Wilmington, DE 19801
Mailing Address
Phone number
(888) 657-5200
Established
Firm type
Fiscal year end
# of Employees
64

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP BROCHURE 3.21.2025 (3/31/2025)
ADV II 3.21.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,958
AUM (Assets Under Management)$ 343,465,487

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

REALTA INVESTMENT ADVISORS, INC

CRD#: 134952Plymouth, MN

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