John Olk (CRD# 4402925) is an Investment Advisor Representative working at North Shore Investment Advisors, LLC in Neenah, WI and has over 22 years of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Shore Investment Advisors, LLC | Neenah, WI | Jun 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
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Total Assets Under Management18MILLIONS
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Total Number of Accounts44ACCOUNTS
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Average Account Value$409,091
- 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
- Other
WI
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