John Foss, financial advisor Hudson WI
89 score

John Foss

CRD Number: 6180885
Current Firm: Lakefront Wealth Management, LLC

John Foss (CRD# 6180885) is an Investment Advisor Representative working at Lakefront Wealth Management, LLC in Hudson, WI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Nicolet Law Office, S.c. Hudson, WI Apr 2015 - Current 2
Lakefront Wealth Management Hudson, WI Apr 2015 - Current 2
Ameriprise Financial Services Lake Elmo, MN Apr 2013 - Apr 2015 2
Heywood, Cari & Anderson, S.c. Hudson, WI Oct 2012 - Apr 2013 < 1
Heywood, Cari & Anderson, S.c. Hudson, WI Aug 2010 - Oct 2012 2
University Of St. Thomas Minneapolis, MN Aug 2008 - May 2012 3
Thomson Reuters Eagan, MN Nov 2009 - Aug 2010 < 1
Target Roseville, MN Jul 2009 - Nov 2009 < 1
University Of St. Thomas St. Paul, MN Aug 2004 - May 2008 3
Mcdonald's Baldwin, WI Jun 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for John R. Foss
Phone Number: 6514928267
Registered State(s):
  • WI
Current Firm Details
Lakefront Wealth Management, LLC
Firm's CRD Number: 226652
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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