Zimmerman Wealth Management
43yrs
Top advisor by experience in Evanston
13yrs
John Lopez
Financial advisor at Advice and Planning Services
Based in Evanston, Illinois, John Lopez is a fiduciary financial advisor with 13 years of industry experience. John has been with Advice and Planning Services since 2018; before that, John spent two years at J.P. Morgan Securities. Advice and Planning Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets.
One of 103 advisors with offices in Evanston, and one of 97 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?13 years in the industry
Office1560 Sherman Avenue Suite 100, Evanston, IL 60201
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
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.
Career
- 2018 – now
- 2016 – 2018J.P. Morgan Securities LLCPreviously
Contact John
1560 Sherman Avenue Suite 100Evanston, IL 60201Office · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning Services
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Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Advice and Planning Services at (212) 490-9000 and ask for John Lopez. John works from the Evanston, IL office.
How long has John been a financial advisor?
John has been in the industry since 2013, about 13 years. 13 years in the industry.
What licenses does John hold?
Series 63, Series 66. 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?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other 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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