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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 Henry Fitzpatrick is an investment advisor representative associated with Oak Family Advisors, LLC. John has been in the industry since 1979 and has been with Oak Family Advisors, LLC since 2010. John is registered with the state of Illinois and holds the Series 7 and Series 65 licenses. John's areas of expertise include financial planning and portfolio management. Oak Family Advisors, LLC specializes in providing financial planning and investment management services to high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.
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.
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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IL
04/19/2011 - Present
OAK Family Advisors, LLC (CHICAGO IL)
IL
05/24/1979 - 05/20/1998
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 04/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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