Adviser and broker representative · Capital Planning Wealth Management
John J. Strasburger
CRD 7385128 · Center Valley, PA
At a glance
John J. Strasburger is an investment adviser representative with Capital Planning Wealth Management in Center Valley, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on John’s SEC record dates to 2022, about 3 years ago. John is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Capital Planning Wealth ManagementSince March 2023Center Valley, PA · State-registered or not in the SEC’s list
- Private Advisor Group, LLCSince December 2022Center Valley, PA · $58B in regulatory assets
SEC adviser record
- Registered since
- 2022 (3 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
John’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.