North Shore Investment Advisors, LLC

North Shore Investment Advisors, LLC (CRD# 168208) is a financial advisory firm headquartered in Neenah, WI. They manage $18,000,000 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
110 W. Wisconsin Ave, Neenah, WI 54956
http://northshoreinvest.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $409,091
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at North Shore Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Olk, financial advisor Neenah WI
John R. Olk
CRD#: 4402925
110 W. Wisconsin Ave, Neenah, WI 54956

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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