John
O'Hare

Steward Partners Investment Advisory, LLC

CRD#1062838
Investment Advisor
in Mequon, WI

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About this Advisor

John O'Hare is a financial advisor based in Mequon, Wisconsin, working with Steward Partners Investment Advisory, LLC. John has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Raymond James Financial Services, Inc, Steward Partners Investment Advisory, LLC, O'Hare Wealth Management Affiliated With Steward Partners, and Steward Partners Investment Solutions, LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas and Wisconsin. Currently, John is part of Steward Partners Investment Advisory, LLC, which operates out of Mequon, Wisconsin. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1249 W. Liebau Road Suite 201
Mequon, WI 53092

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Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$15,388,456,057

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

499

WI Average: 88
Total Number of Accounts

30,287

WI Average: 3,892
Average Account Size

$508,088

WI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

John O'Hare Work History

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2021 - Present (3 years)

Steward Partners Investment Advisory, LLC

2021 - Present (3 years)

O'Hare Wealth Management Affiliated With Steward Partners

2021 - 2022 (1 year)

Raymond James Financial Services, Inc

2011 - 2021 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2021 (10 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of John O'Hare 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 Steward Partners Investment Advisory, LLC

Wayne Mccormick
Manchester, NH
Tamra Enriquez
Dallas, TX
Christopher Nuhn
New York, NY
Alondra Robles
Dallas, TX
Christina Elam
Clearwater, FL
Michael Wu
Land O Lakes, FL
Erika Luczynski
New York, NY
Rodger Friedman
Clearwater, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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