John Robert Link

Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISOR TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1995 → 04/2019
  Link Retirement & Financial Services
  Overland Park, KS
• 11/2013 → Present
  Royal Fund Management, Llc Dba Link Wealth Mgmt
  Lady Lake, FL
• 05/2019 → 06/2022
  Nexus Financial Group
  Overland Park, KS
• 06/2022 → Present
  Link Financial, Llc
  Overland Park, KS

Other Businesses

1. 5/2026 John Link Companies LLC; Owner/Managing Member; Holding Company; Non Investment Related; 7300 W 110th Street Suite 700 Overland Park, KS 66210; Oversee Link Wealth Mgmt, LLC and Link Financial, LLC. No day to day operational responsibilities. _ 2. 10/1995 Independent Licensed insurance Agent; DBA Link Financial, LLC; Investment Related; Kansas, Missouri, Oklahoma and Florida _ 3. 1/2026 Link Wealth Mgmt, LLC; Owner/Managing Member; Investment Related; 7300 W 110th Street Suite 700 Overland Park, KS 66210; 160 Hours/Month; all during trading hours; Formed solely for tax purposes. Link Wealth Mgmt, LLC DBA is used for advisory services conducted through Royal Fund Management._ 4. 8/2026 The Importance of Everything; Author; Non Investment Related; 7300 W 110th. Overland Park, KS 66210; 0 hours/month; 0 hours during trading hours; book sales on Amazon

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-20
• S63 Uniform Securities Agent State Law Examination
  1993-05-03

Designations

• Chartered Financial Consultant