Broker Check
John W. Schatz, CRPC®

John W. Schatz, CRPC®

Financial Planner

John joined Lincoln Financial Advisors’ corporate office in 2000 as a member of the planning department. John has also been in private practice since 2002. He stepped away from the corporate life in March 2023 to focus on growing and maintaining his financial planning practice.

John sits on several Investment Committees; The Steering Committee, and the Capital Market Assumptions Team to name a couple. These Committees help with the development of Asset Allocation Models across various platforms, recommended mutual fund and exchange-traded fund lists that are widely used across the firm.

 John is currently a Senior Investment Consultant for the Investment Strategy Group* that works directly with the Investment Committees mentioned above.  He continues to speak around the country for Lincoln to help planners further their knowledge of the Investment industry.

 He is licensed in 36 states and holds his series 7, 63, Life/Health, and CRPC®.  He currently services clients all over the United States in the high-net-worth marketplace and assists, through committee involvement, in overseeing and implementing over $33 billion in client invested assets as of 2022.

 John is originally from Erie, Pennsylvania and graduated from The Ohio State University in 2000. John and his wife, Carrie live in Columbus Ohio and have two children, William and Mazzina.

https://brokercheck.finra.org/individual/summary/4394796

*Lincoln Financial Network's (LFN) Investment Strategy Group is an internal committee that helps develop resources, training, and investment strategies for LFN financial professionals.  Lincoln Financial Network is the marketing name for the retail and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation, broker/dealers (members FINRA and SIPC) and registered investment advisors.