John Michael Selzer

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of 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

• 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

• S65 Uniform Investment Adviser Law Examination
  1994-12-09
• S63 Uniform Securities Agent State Law Examination
  1991-08-30

Designations

• Certified Financial Planner

Other Names

• John Michael Selzer