Five Star award winner John Turner, CFP®

PROFESSIONAL PROFILE

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John Turner, CFP^®

Financial Advisor

Stream Wealth Partners, LLC

103 RR 620 S

Lakeway, TX 78734

Office: 512-382-9554

Cell: 281-235-7137

john@streamwealth.com
www.streamwealth.com

Professional Approach

John Turner is a partner and financial advisor for Stream Wealth Partners and an investment advisory representative with Avantax Investment Services?. With more than a decade of experience in the financial services industry, John is committed to serving as a trusted advisor and finds it rewarding to see his clients pursue and reach their goals.

At a young age, John discovered the comfort and power of financial independence. After his parents divorced, his father had a difficult time making ends meet, financially. Often, he was unable to visit John on the weekends because he instead had to work. Seeing how wealth and income can affect a family left a lifelong impact on John. He wanted to pursue a career that allowed him to make a positive impact on families and help them pursue financial independence. Upon graduating college, he entered the financial services industry and joined broker-dealer Avantax Investment Services?. He has worked with the broker-dealer ever since, building his independent practice, Turner Wealth Management, Inc. While building this practice, he was able to also build the relationships with Darrell and Nathan that lead to their founding of Stream Wealth Partners.

With a Bachelor of Science in Mathematics from The University of Texas at Austin, John has acquired complex problem solving skills, which he applies to his clients’ financial situations. Viewing each situation as a problem with variables and desired outcomes, he strives to put together the best solutions for clients. John is also credentialed as a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6 - Investment Company Products/Variable Contracts Representative, 7 - General Securities Representative, 63 - Uniform Securities Agent State Law Exam, and 65 - NASAA-Investment Advisors Law Exam securities registrations. He is a member of the Financial Planning Association (FPA®), is the Chairman for the West Austin Chamber of Commerce, and is an Ambassador for the Lake Travis Chamber of Commerce.

John currently resides in Lakeway, Texas with his wife, Adrianna, and their two daughters, Lennon and Marley. Together, they enjoy spending time in the outdoors, entertaining friends, and relaxing at the lake. An avid sports fan originally from Houston, John enjoys watching the Astros, Rockets, and Texans. As a Longhorn alum, he is a dedicated UT fan.

For a complimentary introductory financial assessment please contact John Turner at 512-382-9554 or via email.

See Accomplishments

This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/30/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1649 Austin, San Antonio and Central Texas-area wealth managers were considered for the award; 91 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 1,400, 90, 6%, 7/1/24, 10/10/23 - 4/30/24; 2023: 1,251, 79, 6%, 7/1/23, 10/10/22 - 5/5/23; 2022: 1304, 90, 7%, 7/1/22, 9/20/21 - 4/8/22; 2021: 1233, 118, 10%, 7/1/21, 9/14/20 - 4/30/21; 2020: 1254, 124, 10%, 7/1/20, 9/30/19 - 4/17/20; 2019: 1204, 178, 15%, 7/1/19, 10/15/18 - 4/26/19; 2018: 1102, 161, 15%, 7/1/18, 10/30/17 - 5/21/18; 2017: 1431, 207, 14%, 7/1/17, 10/27/16 - 5/23/17; 2016: 1283, 351, 27%, 6/1/16, 12/8/15 - 5/20/16; 2015: 1968, 374, 19%, 7/1/15, 9/30/14 - 5/15/15; 2014: 2794, 357, 13%, 7/1/14, 9/30/13 - 5/15/14; 2013: 2254, 399, 18%, 8/1/2-13, 5/13/13 - 7/1/13; 2012: 1673, 392, 23%, 7/1/12, 9/30/11 - 5/15/12.

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Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered through an Avantax affiliated insurance agency.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.