John
O'Hare
Steward Partners Investment Advisory, LLC
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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
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
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
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
O'Hare Wealth Management Affiliated With Steward Partners
Raymond James Financial Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
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
Baltimore, MD
Virginia Beach, VA
New York, NY
Clearwater, FL
Nolensville, TN
New York, NY
New York, NY
Andover, MA
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