John R. Waller

STRATITECH CONSULTING

Saint Charles, IL 60175

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CRD#: 6501651

Professional summary

John Robert Waller is a registered financial advisor currently at STRATITECH CONSULTING, INC. located in Saint Charles, Illinois.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. John has worked at 1 firm and has passed the Series 65 exam.

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 Robert Waller'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

June 26, 2015 - Present

STRATITECH CONSULTING, INC.

Office #1: 39w384 Kurt Court, Saint Charles, IL 60175

RIA

CRD#: 231787

Saint Charles, IL

Past

June 26, 2015 - December 31, 2024

STRATITECH CONSULTING, INC.

RIA

CRD#: 231787

SAINT CHARLES, IL

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.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/26/2015)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2015

Uniform Investment Adviser Law Examination

Current Firm

STRATITECH CONSULTING, INC.

CRD#: 231787 / SEC#:

Illinois

Registered Investment Advisory firm - (6/26/2015 Approved)

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Contact information

Main Address

39w384 Kurt Court, Saint Charles, IL 60175

Mailing Address

Phone number

(630) 248-5277

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 2,800,000

Red Flags

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

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John R. Waller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Robert Waller's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATITECH CONSULTING, INC.

STRATITECH CONSULTING, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2015

Current Firm

STRATITECH CONSULTING, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STRATITECH CONSULTING, INC.

TRUST BUT VERIFY

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