John Laudemann
Financial Consultant, CRPS®
Connect with John Laudemann
John Laudemann
Financial Consultant, CRPS®
At Salem Five Investment Services
John is a Retirement Specialist, offering retirement plan solutions - 401(k) Plans / 403(b) Plans - tailored to business owner’s needs and goals, to attract and retain highly qualified personnel, aiming to maximize tax savings and to accumulate retirement wealth. John acts as an investment fiduciary to qualified retirement plans, seeking to minimize certain liabilities for plan sponsors and business owners. John holds the CRPS® conferred by College for Financial Planning, focusing on retirement plan design, implementation and plan administration.
Before Joining Salem Five Investment Services
John worked at a boutique financial planning firm in southern California as a Financial Consultant, focusing on retirement planning for business owners and their employees to prepare them for retirement readiness and to develop life-time income strategies for tomorrow’s retirees. Prior to his wealth management profession, he was a research scientist at a world-renowned biotech company, developing human therapeutics to improve patient’s lives.
Education
- Chartered Retirement Plans Specialist - College for Financial Planning, CO
- Professional Financial Planner - University of California, Santa Barbara, CA
- Master’s Degree of Science - Christian Albrechts University of Kiel, Germany
Credentials
Industry Licenses for series 6, 63, and 65 held through LPL Financial.
Personal
John is an outdoor enthusiast and avid bicyclist supporting non-profit/charitable organizations. One of the most memorable fund-raising events was the 2007 California Coast Classic Tour, a 500 mile bike ride along the scenic Pacific Coast Highway all the way from San Francisco to Los Angeles. More than 230 cyclists amassed over $1.3 million to create awareness and to support research activities for the estimated 46 million Americans affected by Rheumatoid Arthritis.
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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. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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