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John Delaney

Advisor at LPL Financial

Updated today

Location

Fontanelle, IA 50846

Credentials

Series 66

Industry experience

11 years

About

John Delaney is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera and Voya Financial Advisors, and he operates JD Financial Services & Investment Management, LLC. Outside of advisory work, he is also an independent insurance agent specializing in non-variable insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

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 plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

311 5 Th Street

Fontanelle, IA 50846

Most active in

Iowa

Work history

LPL Financial

2025 - Present (1 year)

Cetera

2023 - 2025 (2 years)

JD Financial Services & Investment Management, LLC

2021 - Present (5 years)

Cetera Advisor Networks Llc

2021 - 2025 (4 years)

Voya Financial Advisors, Inc.

2016 - 2021 (5 years)

Summit Brokerage Services, Inc.

2016 - 2016 (1 year)

Summit Financial Group Inc

2016 - 2016 (1 year)

John Pratt Financial, LLC

2015 - 2016 (1 year)

VSR Financial Services, Inc.

2015 - 2016 (1 year)

VSR Advisory Services

2015 - 2016 (1 year)

Horizon Equipment

2010 - 2020 (10 years)

Disclosures

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

Business activities & affiliations

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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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James S

Series 63, Series 65

Greenfield, IA

OSAIC

James Shindelar is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at FSC Securities Corporation for 28 years. Outside of advising, he owns a general insurance business, operates a farming sole proprietorship, and works as a tax preparer. OSAIC is a large investment adviser and broker-dealer serving individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a broad range of advisory programs and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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