John
Haberstro

Shield Wealth Advisors

CRD#4754069
Investment Advisor
in Buffalo, NY

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About this Advisor

John Haberstro is a financial advisor working in Buffalo, New York with 2 years of relevant experience. Haberstro is an advisor for Shield Wealth Advisors. During their career, Haberstro has held roles at Various Insurance Carriers For W&R Insurance Agencies, Next Financial Group, Inc, Peak Brokerage Serivces and Shield Wealth Advisors. Haberstro holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can advise clients in New York and Texas. Shield Wealth Advisors is an advisory firm operating out of Buffalo, NY. It handles $46 million in assets under management across its 227 accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Of its 227 client accounts, just 10% are held by high-net-worth individuals who have at least $1 million in assets. Shield Wealth Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the type of financial services offered. However, fee types billed by Shield Wealth Advisors can include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2809 Wehrle Drive Suite 9
Buffalo, NY 14221

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Shield Wealth Advisors Brokerage Details

Total Assets Under Management

$45,688,569

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

227

NY Average: 3,892
Average Account Size

$201,271

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

John Haberstro Work History

John has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Shield Wealth Advisors

2009 - Present (15 years)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2020 (5 years)

Peak Brokerage Serivces

2012 - 2015 (3 years)

Next Financial Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Haberstro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shield Wealth Advisors

Brendan Taylor
Buffalo, NY
Dawn Robinson
Buffalo, NY
John Haberstro
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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