Unclaimed Profile

David John Vanderzwaag

THE PLANNERS NETWORK, INC.·TEMECULA, California

SIE, Series 6, Series 7, Series 22, Series 24, Series 6329 years registeredTHE PLANNERS NETWORK, INC.

43418 BUSINESS PARK DR., TEMECULA, CA 92590CRD# 1913798Firm CRD# 108355

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David John Vanderzwaag · TEMECULA, CA

Registration

CRD #1913798 · THE PLANNERS NETWORK, INC. · 29 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Nov 2017 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

May 2007 – Nov 2017

SAN JOSE, CA

WHJR ASSOCIATES

Jul 1997 – May 2007

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

THE PLANNERS NETWORK, INC.

CRD 108355 · SEC 801-60247

AUM

$109M

Regulatory assets under management

Employees

500 client accounts

Services offered by THE PLANNERS NETWORK, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PLANNERS NETWORK, INC. →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TEMECULA?

Browse all registered financial advisors in TEMECULA, California or claim this profile if it's yours.

Browse TEMECULA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David John Vanderzwaag offer?

David John Vanderzwaag specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TEMECULA, California for a consultation.

What are David John Vanderzwaag's credentials?

David John Vanderzwaag is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David John Vanderzwaag located?

David John Vanderzwaag is based in TEMECULA, California, working with THE PLANNERS NETWORK, INC.. Their office serves clients in the TEMECULA metropolitan area and surrounding communities.

How does David John Vanderzwaag charge for services?

David John Vanderzwaag's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE PLANNERS NETWORK, INC.?

THE PLANNERS NETWORK, INC. has approximately 11 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →