John Maresh (CRD# 1032577) is an Investment Advisor Representative working at Lasalle Investment Advisors, Inc. in Pewaukee, WI and has over 23 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 |
|---|---|---|---|
| Superior Financial Services, Inc. | Jackson, WI | Jul 2017 - Current | 6 |
| Lasalle Investments | Pewaukee, WI | Mar 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
- WI
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts217ACCOUNTS
-
Average Account Value$460,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
WI
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