Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn E. Witczak is an investment advisor representative with Belpointe Asset Management LLC. John has been in the financial services industry since 2002. John is registered with the state of Wisconsin as an investment advisor representative and is also registered in 11 other states as a broker.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NV
09/20/2022 - Present
Belpointe Asset Management LLC (RENO NV)
WI
02/22/2022 - 10/10/2022
LPL FINANCIAL LLC (BROOKFIELD WI)
WI
02/09/2018 - 02/24/2022
SAGEPOINT FINANCIAL, INC. (MILWAUKEE WI)
WI
03/25/2017 - 02/13/2018
MML INVESTORS SERVICES, LLC (Milwaukee WI)
WI
01/10/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (Milwaukee WI)
WI
01/10/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MILWAUKEE WI)
IA
Issued 09/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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