John Locke, CFP®, CLU

LPL Financial Advisor,
Mutual Financial Group

John Locke is a financial consultant for Mutual Financial Group, serving the investment, insurance and wealth management needs of clients in Madison and the surrounding area.

John has more than seven years of financial planning experience. He is passionate about helping his clients achieve financial security, taking them through the full financial planning process. He provides an emphasis on both offensive and defensive financial planning by analyzing each client’s retirement, risk, long term care, social security, taxation and legacy needs to provide the best possible solutions for long-term financial success.

John received his Bachelor of Arts degree with a major in economics from the University of Wisconsin–Madison. He is an active member of his community, serving on various committees and coaching girls youth hockey.

John is an avid Wisconsin sports fan and enjoys playing hockey, flag football, baseball, volleyball and kickball.

AREAS OF EXPERTISE:

  • Legacy and life insurance planning
  • Insurance analysis
  • Investment portfolio management
  • Retirement distribution planning
  • Tax planning strategies

COMMUNITY INVOLVEMENT:

  • Rotary Club of Madison – District 6250, Assistant Governor (2015–2018)
  • Farming Hope, Board Member (2015–Present)
  • Ice Spirit and Madison Polar Caps – Head Hockey Coach (2014–Present)
  • Rotary Club of Madison – After Hours, Past President (2011–2013)
  • Habitat Young Professional, Steering Committee Member (2008–2013)

REGISTRATIONS, LICENSES & CERTIFICATIONS:

  • FINRA Series 6, 7
  • FINRA Series 63, 65
  • Wisconsin life and health insurance licensed
  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Life Underwriter (CLU)
  • Long-term care insurance certified

FINRA Registrations held through LPL Financial.

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank Mutual deposits and are not FDIC insured. These products are not obligations of Bank Mutual and are not endorsed, recommended or guaranteed by Bank Mutual or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Bank Mutual and Mutual Financial Group are not registered brokers/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or
transact securities business with residents of the following states: Wisconsin and Minnesota.

Posts by this author

Are You Where You Need to Be in Your Retirement Saving?

by John Locke, CFP®, CLU

When it comes to retirement savings, there’s no magic number you have to hit. Here's how to make sure you're at least on track.

Three Ways to Save for College

by John Locke, CFP®, CLU

Unless you plan for it in advance, education can be a financial burden. A common option is opening a savings account to sock away money toward future educational expenses.

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