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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 Robert Morton is a financial advisor associated with Boardwalk Financial Strategies LLC. John has been in the financial services industry since 2005. John holds the Series 65 license and has been registered with the state of Illinois since March 29, 2018. John is a Certified Financial Planner and a Chartered Financial Analyst. John's primary business is providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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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WI
03/29/2018 - Present
Boardwalk Financial Strategies LLC (HARTLAND WI)
IA
Issued 09/02/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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