Broadview Wealth Management
John Shartrand has over 30 years of experience in the financial industry. John started their career as an Intern/Agent at Prudential Bache Securities and Prudential Insurance, where they worked for four years before joining Griffin Financial Group as a Financial Advisor. In 1995, they became the Chief Investment Officer at CAP COM Financial Services, LLC and also held the same role at Broadview Wealth Management in 2001. Throughout their career, John has shown expertise in investment management and financial advisory.
John Shartrand obtained a Bachelor of Science degree in Finance from Canisius University, where they studied from 1981 to 1985.
This person is not in any teams
This person is not in any offices
Broadview Wealth Management
Broadview Wealth Management is a wealth management firm, focused on helping clients pursue and maintain Financial Independence. Advisors are salaried employees who provide educational resources, objective guidance, and exceptional service. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Broadview Credit Union and Broadview Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Broadview Wealth Management, and may also be employees of Broadview Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Broadview Credit Union or Broadview Wealth Management. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value The financial professionals associated with Broadview Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.