Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Martin Wiitala is a Certified Financial Planner™ and is associated with Northrock Partners, LLC. John is a Registered Representative with the firm. John is also a Certified Financial Planner™. John has worked in the financial services industry since August 2020. John has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors. John has worked in the financial services industry since August 2020. The firm provides advisory services such as financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm manages over $5 billion in client assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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MN
10/08/2024 - Present
Northrock Partners, LLC (MINNEAPOLIS MN)
Active
Inactive
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