John Ceaglske
John Ceaglske is a registered investment advisor at Belpointe Asset Management LLC, based in Milwaukee, WI, with 27 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
115 S 84th St, Ste 275, Milwaukee, WI, 53214
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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 at Oak Leaf Capital Partners, a DBA encompassing his investment and insurance business, taking nearly full-time. He also owns rental properties and is an independent insurance agent selling fixed insurance products, dedicating a few hours per week. Additionally, John is involved in several LLCs related to real estate investment and a baseball/softball training facility.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Freedom Wealth Alliance
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England SecuritiesBroker
New England Securities Corporation
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
State Registrations1 state
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.