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Advisors / Ohio / Wadsworth
35yrs

John Munka

Financial advisor at LPL Financial

John Munka has worked in the financial industry for 35 years and is a fiduciary financial advisor based in Wadsworth, Ohio. After 21 years at Investacorp Advisory Services, John joined LPL Financial in 2020, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 34 advisors with offices in Wadsworth, and one of 30 fiduciaries.

Wadsworth, OH 44281Top 6% by experience in WadsworthFiduciary advisor
Call LPL FinancialDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top 6% by experience in Wadsworth
Office1392 High St Suite 206, Wadsworth, OH 44281
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state

Services through LPL Financial

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    LPL Financial LLCCurrent firm
  2. 1999 – 2020
    Investacorp Advisory Services Inc.Previously

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About John

How do I contact John?

Call LPL Financial at (704) 733-3300 and ask for John Munka. John works from the Wadsworth, OH office.

How long has John been a financial advisor?

John has been in the industry since 1991, about 35 years. Top 6% by experience in Wadsworth.

What licenses does John hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is John a fiduciary?

John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is John paid?

LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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