John Michael Park
Investment Adviser Representative at Strategic Planning Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Michael Park is an investment adviser representative with Strategic Planning Group in Bountiful, UT, where they have been registered since 2014. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Cambridge Investment Research Advisors, Inc. and Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Louisiana and Utah.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Louisiana, Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research IncOct 2014 – Nov 2017Fairfield, IA
- Strategic Planning GroupDec 2014 – no end date reportedBountiful, UT
- Cambridge Investment Research Advisors, Inc.Oct 2015 – Nov 2017Fairfield, IA
- Purshe Kaplan Sterling InvestmentsNov 2017 – Sep 2020Albany, NY
- Capital ConceptsMay 2014 – May 2017Bountiful, UT
- JP Financial LLCJan 2015 – no end date reportedBountiful, UT
- JOHN M. PARK, SOLE ProprietorOct 2014 – no end date reportedBountiful, UT
- John Park sole proprietorJan 2021 – no end date reportedKaysville, UT
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Planning Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized wealth management strategies, retirement planning, family legacy and estate tax planning, investment strategies, tax reduction and risk management, confidential ongoing client reviews, consumer education and financial guidance, 401(k) and IRA analysis and rollover guidance, financial education seminars, one-on-one employee consultations, 401(k) and benefits analysis, and retirement readiness assessments.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bountiful, UT
- SEC file number:
- 801-112440
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 24, 2026
View full firm profileOther advisors at Strategic Planning Group
7 other advisors in the directory
Similar advisors in Bountiful, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Michael Park has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched