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RIA / WealthAdvisorCertified Financial Planner43 years in industry

JOHN WILLIAM MCKISSICK

Advisor at UNITED CAPITAL FINANCIAL ADVISORS

ELKHART, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 11, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: UNITED CAPITAL FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 20, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: May 20, 1983
First registration: Mar 11, 2011
Dual registered: no
Other names: JACK WILLIAM MCKISSICK
IAPD individual key: 1105822

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Jul 5, 2017	n/a	yes	ELKHART, IN	Current employment
COMPASS WEALTH ADVISORS, LLC	Former SEC adviser	Jul 16, 2013	Dec 31, 2017	no	ELKHART, IN	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Jun 4, 2012	May 17, 2013	no	BUCHANAN, MI	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Sep 2, 2011	May 31, 2012	no	LAPORTE, IN\|MISHAWAKA, IN\|SOUTH BEND, IN\|ELKHART, IN	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Mar 11, 2011	Sep 7, 2011	no	GRANGER, IN\|GRANGER, IN\|SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPASS WEALTH ADVISORS, LLC	UNITED CAPITAL FINANCIAL ADVISORS	Dec 31, 2017	Jul 5, 2017	-179	Firm change after gap	Other
CUSO FINANCIAL SERVICES, L.P.	COMPASS WEALTH ADVISORS, LLC	May 17, 2013	Jul 16, 2013	60	Firm change	Other
FIFTH THIRD SECURITIES, INC.	CUSO FINANCIAL SERVICES, L.P.	May 31, 2012	Jun 4, 2012	4	Firm change	Other
LPL FINANCIAL LLC	FIFTH THIRD SECURITIES, INC.	Sep 7, 2011	Sep 2, 2011	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
117129:134600:IN:2017-12-31	Dec 31, 2017	Jul 5, 2017	ELKHART, IN	Firm change after gap

Relationships

Registered with (5)

→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jul 5, 2017 to presentfactForm ADV
→ COMPASS WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 16, 2013 to Dec 31, 2017factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Jun 4, 2012 to May 17, 2013factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Sep 2, 2011 to May 31, 2012factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Mar 11, 2011 to Sep 7, 2011factForm ADV

Dated events

No dated event names this entity yet.