JW
JW
John Witczak is a registered investment advisor, based in Milwaukee, WI, with 24 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
115 S. 84th Street, Suite 275, Milwaukee, WI, 53214
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2009Settled
Other Business ActivitiesSells Insurance
John sells fixed insurance products as a licensed agent since 2022, dedicating minimal time to this activity. He also works as an Investment Advisor Representative with Belpointe Asset Management, LLC, dedicating full-time hours to this role.
Employment History
Current Registrations
D.H. Hill Securities, Lllp
October 2022 - Present · 4 yrs
D.H. Hill Securities, LllpBroker
October 2022 - Present · 4 yrs
Belpointe Asset Management LLC
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Freedom Wealth Alliance
February 2022 - September 2022 · 7 mos
LPL Financial LLCBroker
February 2022 - October 2022 · 8 mos
Sagepoint Financial, INC.Broker
February 2018 - February 2022 · 4 yrs
Sagepoint Financial, INC.
February 2018 - February 2022 · 4 yrs
MML Investors Services, LLC
March 2017 - February 2018 · 11 mos
MML Investors Services, LLCBroker
March 2017 - February 2018 · 11 mos
Msi Financial Services, INC.
January 2009 - March 2017 · 8 yrs 2 mos
Msi Financial Services, INC.Broker
January 2002 - March 2017 · 15 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
January 2002 - July 2007 · 5 yrs 6 mos
State Registrations9 states
AZFLGAILORSCSDWAWI
AdvisorBrokerBoth
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.
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