John D. Wilhoit

John D. Wilhoit

Investment Advisor Representative, Chartered Retirement Plan Specialist, Registered Financial Consultant

Phone: (502) 589-0000
Fax: (502) 254-7617
E-mail:

 

Before joining HELM, CREZNIC & ASSOCIATES, INC., John was affiliated with LPL Financial providing comprehensive financial planning services.  John focuses on the individual and small business retirement plan market including 401(k)s, 403(b)s, Simple IRAs, SEP-IRAs, Traditional IRAs and ROTH IRAs.  He believes there is a better, more efficient way to help people save for retirement. 

John graduated summa cum laude, with a Bachelor of Science from the University of Kentucky and  continued his education with an Executive Certificate in Financial Planning from Bellarmine University.  He earned the Registered Financial Consultant (RFC®) designation through the International Association of Registered Financial Consultants.  John is a Chartered Retirement Plan Specialist (CRPS®) from the College of Financial Planning. He holds Securities Licenses 6 (Investment Company Products/Variable Contracts Limited Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam) with NFP Securities, Inc.  John is licensed for Life, Disability, and Health Insurance in KY, IN, TX, and NC.

A native of Louisville, KY, John stays very active in his community.  He serves his church as the director of the hand bells, a bass player in the Praise Team, and plays on their sports teams.  John has served on the boards of EDGE Outreach and the Prospect Area Chamber of Commerce.

John is married and has two children, a daughter and a son.