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John P Delaney

Advisor at LPL Financial — Fontanelle, IA

Updated today

Credentials

Series 66

Experience

12 years

Location

Fontanelle, IA 50846

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

John Delaney is a financial advisor with LPL Financial in Fontanelle, Iowa, holding a Series 66 designation and 12 years of industry experience. His career includes prior roles at Cetera, Voya Financial Advisors, and several independent advisory firms. He is also active as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools though investment decisions are advisor-driven.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Fontanelle, IA

311 5th Street

Fontanelle IA 50846

Advisors at this office

1

Most active in

Iowa

Work history

12 years of industry experience

LPL Financial

2025 - Present • 1 year

Johnston, IA

Cetera

2023 - 2025 • 2 years

Schaumburg, IL

JD Financial Services & Investment Management, LLC

2021 - Present • 5 years

Johnston, IA

CETERA Advisor Networks LLC

2021 - 2025 • 4 years

El Segundo, CA

Voya Financial Advisors, Inc.

2016 - 2021 • 5 years

Waukee, IA

Summit Brokerage Services, Inc.

2016 - 2016 • 1 year

Waukee, IA

Summit Financial Group Inc

2016 - 2016 • 1 year

Waukee, IA

John Pratt Financial, LLC

2015 - 2016 • 1 year

Johnston, IA

Horizon Equipment

2010 - 2020 • 10 years

Manning, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Brian E

Series 66

Greenfield, IA

Packerland Brokerage Services, Inc.

Brian Eisbach is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Packerland in 2023, he worked at Brokers International Financial Services and Broker Dealer Financial Services Corp. Eisbach is involved in his community as a committee member of the Empowering Adair County Foundation, a high school athletics coach, and a board member of the Greenfield Community Development Corporation. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and maintains a dual registration as an SEC-registered investment adviser and FINRA broker-dealer.

Retirement income strategy Options & derivatives strategies Wealth management
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Dillon S

Series 66

Greenfield, IA

OSAIC

Dillon Shindelar is a financial advisor with OSAIC, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining OSAIC Wealth Inc, he worked at Wells Fargo for 13 years. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisers, utilizing a variety of investment strategies, third-party platforms, and proprietary tools to manage portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

James S

Series 63, Series 65

Greenfield, IA

OSAIC

James Shindelar is a financial advisor with OSAIC in Greenfield, IA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining OSAIC in 2023, he spent 28 years at FSC Securities Corporation. Outside of his advisory role, he operates a general insurance business and is involved in farming, as well as providing tax preparation services as a sole proprietor. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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