John Ceaglske (CRD# 3168961) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Milwaukee, WI and has over 25 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Reno, NV | Sep 2022 - Current | 1 |
| Freedom Wealth Alliance | Brookfield, WI | Feb 2022 - Sep 2022 | < 1 |
| Sagepoint Financial, Inc. | Milwaukee, WI | Jan 2018 - Feb 2022 | 4 |
| Mml Investors Services, LLC | Milwaukee, WI | Mar 2017 - Jan 2018 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Jan 2018 | 1 |
| Metlife Securities Inc. | Brookfield, WI | Jan 2015 - Jan 2018 | 3 |
| New England Securities | Brookfield, WI | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- WI
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Total Assets Under Management4,300MILLIONS
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Total Number of Accounts22,446ACCOUNTS
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Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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