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John Michael Selzer

Allworth Financial, L.P.

Glenview, IL

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Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-01-02
  • IL RA
    APPROVED
    Since 2024-01-02

Branch Locations

4350 Dipaolo Center Suite B, Glenview, IL 60025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Glenview IL 09/2004 Present
Capital Point Financial Group, Ltd. Glenview IL 09/2014 Present
  • 09/2004 → Present
    Lpl Financial Llc
    Glenview, IL
  • 09/2014 → Present
    Capital Point Financial Group, Ltd.
    Glenview, IL
Previous Registrations
  • 2014-09-17 → 2024-01-08
    Capital Point Financial Group, Ltd.
    Glenview, IL
  • 2004-08-31 → 2023-12-26
    Lpl Financial Llc
    Glenview, IL
    Fort Collins, CO
    Skokie, IL
    Morris, IL
    Green Lake, WI
    Park Ridge, IL
    Morris, IL
    Sarasota, FL
  • 2003-02-10 → 2004-08-31
    Park Avenue Securities Llc
    Glenview, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-09
S63 Uniform Securities Agent State Law Examination 1991-08-30
  • S65 Uniform Investment Adviser Law Examination
    1994-12-09
  • S63 Uniform Securities Agent State Law Examination
    1991-08-30
Designations
Other Names
  • John Michael Selzer

View on SEC IAPD

Other Firms

COYLE
ARIS INVESTING
GLENVIEW FINANCIAL GROUP LLC
BREAKOUT PRIVATE WEALTH LLC
MERINO WEALTH MANAGEMENT
MORGAN STANLEY
LIFEWORKS ADVISORS, LLC
SOUTH BAY FINANCIAL PARTNERS

Other Investors

DEREK MICHAEL KYLER
REBECCA Carroll FRAGASSI
JOHN GARDNER FINLEY
Jenny Lee Selvaggio
WILLIAM MATTHEW PALMER
David Geoffrey Smestuen
RYAN MICHAEL JUNE
ADAM ROBERT BLONSKY

Other Offices

COYLE · GLENVIEW, IL
ARIS INVESTING · GLENVIEW, IL
GLENVIEW FINANCIAL GROUP LLC · GLENVIEW, IL
BREAKOUT PRIVATE WEALTH LLC · GLENVIEW, IL
MERINO WEALTH MANAGEMENT · GLENVIEW, IL
MORGAN STANLEY · Glenview, IL
LIFEWORKS ADVISORS, LLC · Glenview, IL
SOUTH BAY FINANCIAL PARTNERS · Glenview, IL

More in Glenview, IL

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