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John Walter Randall

1834 Investment Advisors Co.

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About John Walter Randall

John Walter Randall is a financial advisor with over 20 years of experience in the financial services industry. John is currently registered with 1834 Investment Advisors Co. and is a Senior Retirement Plan Advisor at Old National Bank. John provides investment advisory services through 1834 Investment Advisors, an independent investment advisor firm. John has experience working with clients of all ages and income levels, and is committed to helping each client reach their financial goals.

Firm Information

John Randall is currently registered with 1834 Investment Advisors Co.. 1834 Investment Advisors Co. is an investment advisor headquartered in Milwaukee, Wisconsin. With over $1 billion in assets under management, the firm provides financial planning, portfolio management for businesses and individuals, and other services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.
1834 Investment Advisors Co.

511 N BROADWAY

MILWAUKEE, WI 53202

$1.12B

Assets Under Management

Not reported

Total Clients

7

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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portfolio management for businesses

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

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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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percentage of assets

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

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John Randall’s Registration & Firm History

MN

02/06/2024 - Present

1834 Investment Advisors Co. (St. Louis Park MN)

MN

03/10/2020 - 02/25/2022

KESTRA INVESTMENT SERVICES, LLC (BLOOMINGTON MN)

MN

10/16/2014 - 02/21/2020

PROEQUITIES, INC. (MINNETONKA MN)

WA

05/01/2014 - 08/07/2014

MML DISTRIBUTORS, LLC (SEATTLE WA)

WA

05/15/2012 - 05/01/2014

MML INVESTORS SERVICES, LLC (SEATTLE WA)

NJ

09/07/2010 - 04/09/2012

ADP BROKER-DEALER, INC. (ROSELAND NJ)

WA

04/02/2009 - 09/03/2010

NRP FINANCIAL, INC. (SEATTLE WA)

WA

01/06/2005 - 07/11/2008

PRINCOR FINANCIAL SERVICES CORPORATION (SEATTLE WA)

NJ

05/05/2003 - 11/22/2004

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

CT

07/18/2000 - 04/25/2003

CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)

NE

01/06/1999 - 03/03/2000

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

CT

07/18/1997 - 11/17/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 08/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/06/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/22/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/17/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Walter Randall.
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