John S. Maresh

LASALLE INVESTMENT ADVISORS

PEWAUKEE, WI 53072

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CRD#: 1032577

Professional summary

John Stephen Maresh is a registered financial advisor currently at LASALLE INVESTMENT ADVISORS, INC. located in Pewaukee, Wisconsin and SUPERIOR FINANCIAL SERVICES,INC. located in Pewaukee, Wisconsin.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. John has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stephen Maresh's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 8, 1999 - Present

LASALLE INVESTMENT ADVISORS, INC.

Office #1: 1620 Silvernail Road, Pewaukee, WI 53072

RIA

CRD#: 109303

PEWAUKEE, WI

Current

July 11, 2017 - Present

SUPERIOR FINANCIAL SERVICES,INC.

Office #1: 1133 Quail Court Suite 100, Pewaukee, WI 53072

CRD#: 104165

Pewaukee, WI

Past

January 29, 2008 - July 10, 2017

FREEDOM INVESTORS CORP.

CRD#: 23714

PEWAUKEE, WI

Past

March 31, 2003 - February 4, 2008

EZ STOCKS, INC.

CRD#: 103866

BROOKFIELD, WI

Past

December 7, 2000 - November 15, 2002

WELLINGTON INVESTMENT SERVICES CORP.

CRD#: 23018

BROOKFIELD, WI

Past

February 10, 1988 - March 2, 1993

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Past

August 3, 1984 - January 23, 1988

ECONOMIC RESOURCES, INC.

CRD#: 14524

Past

June 8, 1982 - August 22, 1984

CABRERA CAPITAL MARKETS, LLC

CRD#: 10081

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(3/28/2019)

Illinois
(8/25/2017)

IAR

Wisconsin
(1/8/1999)

Wisconsin
(7/11/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/10/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/28/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/4/1983

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 6/7/1982

Direct Participation Programs Representative Examination

SRO Registrations

FINRA

Current Firm

LASALLE INVESTMENT ADVISORS, INC.

LASALLE INVESTMENT & BUSINESS MANAGEMENT SERVICES INC | LASALLE INVESTMENT ADVISORS, INC. | LASALLE INVESTMENT ADVISORS

CRD#: 109303 / SEC#: 801-132648

Wisconsin

Registered Investment Advisory firm - (7/23/2012 Approved)

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Contact information

Main Address

1133 Quail Court Suite 100, Pewaukee, WI 53072

Mailing Address

Phone number

(262) 650-1099

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 119,132,694

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John S. Maresh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Stephen Maresh's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE INVESTMENT ADVISORS, INC.

SUPERIOR FINANCIAL SERVICES,INC.

FREEDOM INVESTORS CORP.

EZ STOCKS, INC.

WELLINGTON INVESTMENT SERVICES CORP.

SECURIAN FINANCIAL SERVICES, INC.

ECONOMIC RESOURCES, INC.

CABRERA CAPITAL MARKETS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/10/2001

SIE

Date: 10/1/2018

Series 7

Date: 11/28/2000

Series 6

Date: 3/4/1983

Series 22

Date: 6/7/1982

FINRA

Current Firm

LASALLE INVESTMENT ADVISORS, INC.

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LASALLE INVESTMENT ADVISORS, INC.

TRUST BUT VERIFY

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