John O'hare is a CFA-designated registered investment advisor, based in Mequon, WI, with 28 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1017 W Glen Oaks Lane, Suite 150, Mequon, WI, 53092
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is a partner in an LLC holding company affiliated with Steward Partners since 2021, dedicating minimal time. He also installs insurance products and provides advisory services for clients through Steward Partners, spending minimal time on each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Geneva Capital Management LTD
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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