John F. Losen

BESPOKE FINANCIAL PLANNING

Wayne, MI

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CRD#: 6262952

Professional summary

John Frank Losen III, CFP® is a registered financial advisor currently at BESPOKE FINANCIAL PLANNING, LLC located in Wayne, Michigan.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. John has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Investment Planning

Estate Planning

Education Planning

Insurance Planning

Budgeting

Retirement Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

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 Losen is currently employed as a Para-planner and registered as an Investment Adviser Representative with Oliver Financial Planning, LLC. This activity accounts for up to 20% of their time. There are no conflicts of interest in this role, however, should that situation change, any conflicts of interest will be properly disclosed here.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Frank Losen III'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^®

Certified Financial Planner

Start date: 2018

Experience

Current

March 3, 2017 - Present

BESPOKE FINANCIAL PLANNING, LLC

RIA

CRD#: 286670

Wayne, MI

Past

July 21, 2016 - November 8, 2021

OLIVER FINANCIAL PLANNING LLC

RIA

CRD#: 135430

ANN ARBOR, MI

Past

March 11, 2014 - August 15, 2014

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

FEDERAL WAY, WA

Past

December 17, 2013 - August 15, 2014

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FEDERAL WAY, WA

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

Michigan
(3/3/2017)

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: 2/27/2014

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/2013

General Securities Representative Examination

Current Firm

BESPOKE FINANCIAL PLANNING, LLC

CRD#: 286670 / SEC#:

Michigan

Registered Investment Advisory firm - (3/3/2017 Approved)

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Contact information

Main Address

Van Buren Twp, MI

Mailing Address

Phone number

(313) 530-2858

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	149
AUM (Assets Under Management)	$ 6,793,513

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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John F. Losen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Frank Losen III's CRS (Customer Relationship Summary).

Certified licenses

Experience

BESPOKE FINANCIAL PLANNING, LLC

OLIVER FINANCIAL PLANNING LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2014

Series 7

Date: 12/17/2013

Current Firm

BESPOKE FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BESPOKE FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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