North Shore Investment Advisors, LLC

North Shore Investment Advisors, LLC (CRD# 168208) is a financial advisory firm headquartered in Neenah, WI. They manage $8,300,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $244,118
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 R. Olk
CRD#: 4402925
110 West Wisconsin Avenue, Neenah, WI 54956
93
Wealthminder
score

John Olk (CRD# 4402925) is an Investment Advisor Representative working at North Shore Investment Advisors, LLC in Neenah, WI and has over 15 years of experience in the finance industry.

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