John Randall is a registered investment advisor at 1834 Investment Advisors CO., based in St. Louis Park, MN, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
435 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.

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Location

1601 Utica Avenue South, St. Louis Park, MN, 55416

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

John is a Senior Retirement Plan Advisor for 1834, a division of Old National Bank, since August 2023, dedicating about a quarter of his time. He also provides investment advisory services through 1834 Investment Advisors, an independent investment advisor firm, since February 2024, spending nearly full-time hours on this activity.

Employment History
Current Registrations
1834 Investment Advisors CO.
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
LPL Financial LLC
October 2023 - September 2024 · 11 mos
LPL Financial LLCBroker
October 2023 - September 2024 · 11 mos
Kestra Advisory Services, LLC
August 2020 - February 2022 · 1 yr 6 mos
Kestra Investment Services, LLCBroker
March 2020 - February 2022 · 1 yr 11 mos
Proequities, INC.Broker
October 2014 - February 2020 · 5 yrs 4 mos
MML Distributors, LLCBroker
May 2014 - August 2014 · 3 mos
MML Investors Services, LLCBroker
May 2012 - May 2014 · 2 yrs
Adp Broker-Dealer, INC.Broker
September 2010 - April 2012 · 1 yr 7 mos
Nrp Financial, INC.Broker
April 2009 - September 2010 · 1 yr 5 mos
Nrp Advisors, INC.
January 2009 - September 2010 · 1 yr 8 mos
Princor Financial Services Corporation
March 2006 - July 2008 · 2 yrs 4 mos
Princor Financial Services CorporationBroker
January 2005 - July 2008 · 3 yrs 6 mos
Prudential Investment Management Services LLCBroker
May 2003 - November 2004 · 1 yr 6 mos
Cigna Financial Services, INC.Broker
July 2000 - April 2003 · 2 yrs 9 mos
Mutual of Omaha Investor Services, INC.Broker
January 1999 - March 2000 · 1 yr 2 mos
Washington Square Securities, INC.Broker
July 1997 - November 1998 · 1 yr 4 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.