John Fitzgerald, financial advisor Pewaukee WI

John Fitzgerald

CRD Number: 720366
Current Firm: Lasalle Investment Advisors, Inc.

John Fitzgerald (CRD# 720366) is an Investment Advisor Representative working at Lasalle Investment Advisors, Inc. in Pewaukee, WI and has over 43 years of experience in the finance industry.

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Annex Wealth Management, LLC
Company Name Location Dates Years
Lasalle Investment Advisors Brookfield, WI Feb 1984 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1980
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for John M. Fitzgerald
Phone Number: 262-650-1099
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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