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John O'hare

14 Years of Experience
Mequon, WI
BrokerSells Insurance

John O'hare is a registered investment advisor, based in Mequon, WI, with 14 years of industry experience.

Location

1249 W. Liebau Road, Suite 201, Mequon, WI, 53092

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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 ActivitiesSells Insurance

John installs insurance projects as an agent, dedicating minimal time to this activity. He is also an LLC member/team member at O'Hare Wealth Management, a wealth manager affiliate at Steward Partners Global Advisory, and provides advisory services for clients at Steward Partners Investment Advisory LLC, spending minimal time on each.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
September 2021 - May 2022 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2011 - September 2021 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2011 - September 2021 · 10 yrs 4 mos
State Registrations28 states
AZCACOCTDCFLGAILINKYMAMEMIMNMONCNENJNMNVNYOHOKPATNTXUTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.