John Ceaglske, financial advisor Milwaukee WI
93 score

John Ceaglske

CRD Number: 3168961
Current Firm: Msi Financial Services, Inc.

John Ceaglske (CRD# 3168961) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Milwaukee, WI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Brookfield, WI Jan 2015 - Current 1
New England Securities Brookfield, WI Nov 2012 - Current 4
Ids Life Insurance Company Brookfield, WI Dec 1998 - Nov 2012 13
American Express Financial Advisors Inc. Brookfield, WI Dec 1998 - Nov 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for John J. Ceaglske
Phone Number: 800-638-8378
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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