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JK

John C. Kratzert

TEMPO WEALTH
INDEPENDENCE, OH 44131
Some features on this profile are disabled
CRD#: 7725746
JK
John Connor KratzertTEMPO WEALTH

Professional summary

John Connor Kratzert is a registered financial advisor currently at TEMPO WEALTH located in Independence, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

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.
Gamma-Xi Housing Corp.; Not Investment-related; [NEED BUSINESS ADDRESS]; Fraternity housing corporation responsible for the ownership, maintenance, betterment, and improvement of the fraternity house; Trustee; [NEED DATE CONNOR ASSUMED ROLE]; [NEED HOURS/MONTH SPENT ON THIS OBA]; [NEED HOURS/MONTH DURING SECURITIES TRADING HOURS SPENT ON THIS OBA]; Serves as an unpaid trustee and participates in semi-annual Board meetings and votes on whether to approve expenditures for the maintenance, betterment, and improvement of the fraternity house. Connor does not provide investment advice or participate in the management of the corporation's investments and does not have individual authority to access, withdraw, transfer, or sign for the corporation's funds or securities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Connor Kratzert'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

August 19, 2026 - Present

TEMPO WEALTH

Office #1: 6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131
RIA
CRD#: 336316
INDEPENDENCE, OH
Past

September 30, 2024 - August 13, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
CHATTANOOGA, TN

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".
TW
TEMPO WEALTH
TEMPO WEALTH | TEMPO WEALTH, LLC

CRD#: 336316 / SEC#: 801-132895

RIA
Registered Investment Advisory firm - (5/30/2025 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
Ohio
(8/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/25/2024
Securities Industry Essentials Examination

Current Firm

TW
TEMPO WEALTH
TEMPO WEALTH | TEMPO WEALTH, LLC

CRD#: 336316 / SEC#: 801-132895

RIA
Registered Investment Advisory firm - (5/30/2025 Approved)
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Contact information

Main Address
6133 Rockside Road, Building Ii Suite 400, Independence, OH 44131
Mailing Address
Phone number
(440) 568-3676
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/17/2025)

Regulatory assets under management

Total Number of Accounts440
AUM (Assets Under Management)$ 215,954,924

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

TEMPO WEALTH

CRD#: 336316Independence, OH 44131

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