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John Michael Fitzgerald

Lasalle Investment Advisors, Inc.

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About John Michael Fitzgerald

John Michael Fitzgerald is an investment advisor representative registered with Lasalle Investment Advisors, Inc. John Michael has been in the industry since 1980. John Michael specializes in securities, investment advisory, and financial planning. John Michael has been associated with Lasalle Investment Advisors, Inc. since 1984. In addition to the current registration, John Michael has held registrations with several other firms, including Wellington Investment Services Corp., Liberty Investment Counsel, LTD., Fortis Investors, Inc., Securities America, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Economic Resources, Inc., First Securities Corporation, and Equable Securities Corporation.

Firm Information

John Fitzgerald is currently registered with Lasalle Investment Advisors, Inc.. Lasalle Investment Advisors, Inc. is an investment advisor with 2 licensed agents and 6 investment advisor representatives. The firm manages $100,036,888 in regulatory assets under management for 217 clients, including high-net-worth individuals and individuals other than high-net-worth. Lasalle Investment Advisors, Inc. provides financial planning, pension consulting, and portfolio management for individuals.

$100.04M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Fitzgerald’s Registration & Firm History

WI

01/01/2025 - Present

Lasalle Investment Advisors, Inc. (PEWAUKEE WI)

WI

06/07/2000 - 11/15/2002

WELLINGTON INVESTMENT SERVICES CORP. (BROOKFIELD WI)

WI

12/08/1992 - 03/06/2000

LIBERTY INVESTMENT COUNSEL, LTD. (ELM GROVE WI)

MN

04/11/1994 - 12/31/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

NE

05/08/1990 - 11/18/1992

SECURITIES AMERICA, INC. (LAVISTA NE)

AZ

11/19/1989 - 05/09/1990

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

NA

11/14/1988 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

04/24/1984 - 01/23/1988

ECONOMIC RESOURCES, INC.

NA

06/04/1982 - 03/29/1984

FIRST SECURITIES CORPORATION

NA

12/11/1980 - 06/03/1982

EQUABLE SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 02/04/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/1982

Series 7 - General Securities Representative Examination

BC

Issued 12/19/1980

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/05/1980

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Fitzgerald.
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