linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John Stratton McGregor

Operose Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John Stratton McGregor

John Stratton McGregor is a licensed investment advisor representative who has been working in the financial services industry for over 20 years. John is registered with Operose Advisors LLC in Milwaukee, WI. John has a diverse background in financial planning and investment management. John also holds the Series 63, Series 65, and Series 7 licenses, as well as the Securities Industry Essentials (SIE) examination. John has experience working with individuals, families, corporations, and charitable organizations. John previously worked for Robert W. Baird & Co. Incorporated, also in Milwaukee, WI. John has a wide range of experience working with individuals, families, corporations, and charitable organizations.

Firm Information

John McGregor is currently registered with Operose Advisors LLC. Operose Advisors LLC is an investment advisor headquartered in Milwaukee, WI. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. They manage approximately $1.25 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, charitable organizations, and retirement plans.
Operose Advisors LLC

731 NORTH WATER STREET

MILWAUKEE, WI 53202

$1.25B

Assets Under Management

10

Total Clients

8

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John McGregor’s Registration & Firm History

WI

01/28/2021 - Present

Operose Advisors LLC (MILWAUKEE WI)

WI

01/29/2002 - 11/17/2020

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

02/27/1997 - 09/13/1999

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

Not sure if John Stratton McGregor is right for you?

Licenses & Designations

IA

Issued 01/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Stratton McGregor.
Not sure if John Stratton McGregor is right for you?