Investors potentially incurred losses because of securities broker John Carl Blanck [CRD: 5251950, Wexford, Pennsylvania], based on disclosures on Financial Industry Regulatory Authority (FINRA) BrokerCheck. Blanck worked for The Leaders Group Inc. from May 3, 2011, to January 27, 2023, and has been associated with Success Wealth Management LLC since January 2023. Investors should keep reading to discover more about disclosures involving Blanck.
Evidently, on September 15, 2025, a Success Wealth Management LLC client filed Civil Action No. 25-4033-CZ-B about John Blanck. Mainly, the client alleged that Blanck committed breach of fiduciary duty, conversion, violation of state law, and dishonest or unethical business practices. Because of this, the client allegedly incurred damages relating to fixed annuities and life insurance products. Therefore, the client requested $9,000,000 in compensation from Success Wealth Management LLC or Blanck. It appears that this civil suit is pending a resolution.
Notably, a client of ProEquities Inc. disputed John Blanck’s sales practices, according to a complaint dated April 20, 2012. Allegedly, Blanck made omissions. It appears that Blanck allegedly caused the client to sustain damages connected to fixed annuities. As a result, the client sought compensation from ProEquities Inc. or Blanck in the amount of $5,000 in this matter. However, this complaint closed without a resolution.
Particularly, on April 20, 2012, a ProEquities Inc. client filed a complaint about John Blanck. Primarily, the client alleged that Blanck made omissions. For this reason, the client allegedly sustained damages relating to mutual funds and fixed annuities. Consequently, the client requested $5,000 in compensation from ProEquities Inc. or Blanck. However, this complaint closed without a resolution.
Are you concerned regarding investments you made through John Blanck? You can contact Soreide Law Group at (888) 760-6552 or online and talk to a securities lawyer regarding a potential recovery of your investment losses. Soreide Law Group has recovered losses for investors throughout the United States. Also, the firm takes cases on a contingency fee arrangement and advances all costs. Blanck and brokerage firms Blanck worked for deny accusations of sales practice violations.
Soreide Law Group has filed a FINRA arbitration on behalf of our clients (Claimants) against: CONCORDE INVESTMENTS SERVICES, LLC, and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC (Respondents). The Claimants are in their late 70s, retired, and according to the lawsuit, were not looking to take any unnecessary risks with their retirement savings. The Claimants […]
THEODORE WILLIAM BYRER (THEODORE W BYRER, TED BYRER) was registered as a broker with MORGAN STANLEY of Indianapolis, Indiana, from 11/11/2013 - 04/20/2023. He was most recently registered with INTERNATIONAL ASSETS ADVISORY, INC of Westfield, Indiana, from 05/09/2023 - 09/17/2024. According to his BrokerCheck CRD report, dated 7/23/2026, THEODORE W BYRER was suspended for 14 […]
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