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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
796 Cr 466, Lady Lake, FL 32159 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ressler Insurance & Financial Services | Mason City | IA | 03/1998 | 07/2025 |
| Lpl Financial Llc | Mason City | IA | 02/2018 | 07/2019 |
| Sagepoint Financial Inc | Mason City | IA | 07/2019 | 11/2022 |
| Lpl Financial Llc | Mason City | IA | 11/2022 | 07/2025 |
| Strategic Wealth Planning Group | Lady Lake | FL | 07/2023 | Present |
| The Leaders Group Inc | Summit | NJ | 07/2025 | Present |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
Strategic Wealth Planning Group LLC ; investment related; 796 CR 466, Lady Lake, FL 32159; 07/2023; President/Insurance Sales; Sell life insurance and fixed annuities; 50 Hours per month outside/during trading hours. John Ressler; investment related; 796 CR 466, Lady Lake, FL 32159; Registered Insurance Agent; 06/1983; Sell life insurance and fixed annuities; 50 Hours per month outside/during trading hours. The Leaders Group; Investment Related; 475 Springfield Avenue, Summit, NJ 07901; 7/30/2025; Registered Representative, Open new accounts and manage assets; 160 Hours per month outside/during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-31 |
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