Unclaimed Profile

John Michael Selzer

CAPITAL POINT FINANCIAL GROUP, LTD.·GLENVIEW, Illinois

SIE, Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 65CFPClean record23 years registeredCAPITAL POINT FINANCIAL GROUP, LTD.

4350 DI PAOLO CENTER - SUITE B, GLENVIEW, IL 60025CRD# 1490797Firm CRD# 171867

Profile Verification

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

Identity

John Michael Selzer · GLENVIEW, IL

Registration

CRD #1490797 · CAPITAL POINT FINANCIAL GROUP, LTD. · 23 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Jan 2024 – present

LPL FINANCIAL LLC

Sep 2020 – Dec 2023

GLENVIEW, IL

CAPITAL POINT FINANCIAL GROUP, LTD.

Sep 2014 – Jan 2024

GLENVIEW, IL

LPL FINANCIAL LLC

Aug 2004 – Sep 2016

GLENVIEW, IL

PARK AVENUE SECURITIES LLC

Feb 2003 – Aug 2004

GLENVIEW, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 65

Registration record

First registered · February 10, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL POINT FINANCIAL GROUP, LTD.

CRD 171867 · SEC 801-113136

AUM

$313M

Regulatory assets under management

Employees

1,604 client accounts

Services offered by CAPITAL POINT FINANCIAL GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL POINT FINANCIAL GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does John Michael Selzer offer?

John Michael Selzer specializes in Financial Planning, Investment Management. Contact their office in GLENVIEW, Illinois for a consultation.

What are John Michael Selzer's credentials?

John Michael Selzer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Michael Selzer located?

John Michael Selzer is based in GLENVIEW, Illinois, working with CAPITAL POINT FINANCIAL GROUP, LTD.. Their office serves clients in the GLENVIEW metropolitan area and surrounding communities.

How does John Michael Selzer charge for services?

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

How large is CAPITAL POINT FINANCIAL GROUP, LTD.?

CAPITAL POINT FINANCIAL GROUP, LTD. has approximately 13 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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