John A. Hill

ADVISORY ADVOCATES LLC

Fort Wayne, IN 46825

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CRD#: 6941649

Professional summary

John Alan Hill is a registered financial advisor currently at ADVISORY ADVOCATES LLC located in Fort Wayne, Indiana.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. John has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

Mr. Alan is the owner and president of Life Financial Wealth Management. Through this activity he offers life and health insurance as well as annuity products to individuals. He spends apx 80 hours a month on this activity both during and after trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Alan Hill'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®

None

Experience

Current

January 31, 2022 - Present

ADVISORY ADVOCATES LLC

Office #1: 1910 Saint Joe Center Rd Suite 32, Fort Wayne, IN 46825

RIA

CRD#: 284100

Fort Wayne, IN

Past

October 25, 2021 - November 3, 2021

ADVISORY ADVOCATES LLC

RIA

CRD#: 284100

GRAND RAPIDS, MI

Past

June 19, 2020 - March 24, 2022

LUMINIST CAPITAL, LLC

RIA

CRD#: 173396

FORT WAYNE, IN

Past

April 19, 2018 - June 18, 2020

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Fort Wayne, IN

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

Indiana
(1/31/2022)

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 65

Date: 4/13/2018

Uniform Investment Adviser Law Examination

Current Firm

ADVISORY ADVOCATES LLC

CRD#: 284100 / SEC#:

California

Registered Investment Advisory firm - (5/13/2019 Terminated)

Florida

Registered Investment Advisory firm - (12/23/2019 Terminated)

Indiana

Registered Investment Advisory firm - (5/26/2021 Approved)

Iowa

Registered Investment Advisory firm - (9/24/2020 Approved)

Kentucky

Registered Investment Advisory firm - (11/18/2024 Terminated)

Maryland

Registered Investment Advisory firm - (11/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (7/25/2016 Approved)

Mississippi

Registered Investment Advisory firm - (12/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/11/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/29/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4981 Cascade Road Suite C, Grand Rapids, MI 49546

Mailing Address

4981 Cascade Road Suite C, Grand Rapids, MI 49546

Phone number

(866) 597-8938

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 76,301,250

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 A. Hill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ADVISORY ADVOCATES LLC

ADVISORY ADVOCATES LLC

LUMINIST CAPITAL, LLC

WEALTH WATCH ADVISORS, INC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2018

Current Firm

ADVISORY ADVOCATES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVISORY ADVOCATES LLC

TRUST BUT VERIFY

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