John
Ceaglske

Belpointe Asset Management LLC

CRD#3168961
Investment Advisor
in Milwaukee, WI

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About this Advisor

John Ceaglske is a financial advisor who works in Milwaukee, Wisconsin with 1 year of industry experience. Ceaglske currently works for Belpointe Asset Management LLC. During their career, the advisor has held roles at New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Sagepoint Financial, Inc, Freedom Wealth Alliance and Belpointe Asset Management, LLC. Ceaglske has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Wisconsin. Belpointe Asset Management LLC is a financial advisory business that has its headquarters in Reno, NV. The company has offices in 95 locations and a total of 226 people on staff. It controls $4 billion in assets across its 16,063 accounts, placing it among the largest firms in the United States by assets under management. The firm advises four charities and foundations. Of its 16,063 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets. Belpointe Asset Management LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Belpointe Asset Management LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

115 S 84Th St, Ste 275
Milwaukee, WI 53214

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$3,855,302,523

WI Average: $664,206,839
Total Number of Employees

226

WI Average: 10
Total Number of Accounts

16,063

WI Average: 1,698
Average Account Size

$240,011

WI Average: $391,170

Investment Advisory Services

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

John Ceaglske Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Belpointe Asset Management, LLC

2022 - 2022 (< 1 year)

Freedom Wealth Alliance

2018 - 2022 (4 years)

Sagepoint Financial, Inc

2017 - 2018 (1 year)

Mml Investors Services, LLC

2016 - 2018 (2 years)

Massachusetts Mutual Life Insurance Company

2015 - 2018 (3 years)

Metlife Securities Inc

2012 - 2015 (3 years)

New England Securities

*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 Ceaglske 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 Belpointe Asset Management LLC

Paul Pakstis
Haddon Heights, NJ
Kristen Hilty
Charlotte, NC
Giovanni Todesco
Reno, NV
Samuel Goldberg
Reno, NV
Scott Mosher
Janesville, WI
Samara Terrill
Reno, NV
Kenneth Quiat
Reno, NV
Lisa Elkins
Reno, NV

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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