John Wypiszinski is a registered investment advisor at Wiara Investment Management, LLC, based in Menasha, WI, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Subject to a minimum annual fee of $1,000.
Fee Estimator
Location
806 Valley Road, Suite 14, Menasha, WI, 54952
Get directionsHistory
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 Activities
John works as a part-time bus driver for Kobussen Buses Ltd since August 2018. This seasonal activity takes about 10-20% of his time and does not occur during securities trading hours.
Employment History
Current Registrations
Wiara Investment Management, LLC
Previous Registrations
Wealth Management LLC
State Registrations1 state
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