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
North Shore Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management18MILLION
-
Total Number of Accounts44ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at North Shore Investment Advisors, LLC
1
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.
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