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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Connor Doak is an Investment Advisor Representative with Riverwater Partners LLC, a firm located in Milwaukee, WI. John has been in the industry since April 2021. John has been registered with the state of Wisconsin since October 2021 and holds the Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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WI
10/15/2021 - Present
Riverwater Partners LLC (Milwaukee WI)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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