JF
John M. Fitzgerald
LASALLE INVESTMENT ADVISORS
Pewaukee, WI 53072
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CRD#: 720366
JF
Professional summary
John Michael Fitzgerald is a registered financial advisor currently at LASALLE INVESTMENT ADVISORS, INC. located in Pewaukee, Wisconsin.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. John has worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 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.
LASALLE FINANCIAL SERVICES INC. ?the name of the other business; LASALLE FINANCIAL SERVICES INC. ?whether the business is investment related: Yes ?the address of the other business; 13182 N. Deegrass Drive, Oro Valley, AZ 85755 ?the nature of the other business; General Consulting ?your position; Owner ?title, or relationship with the other business; President ?the start date of your relationship; 1984 ?the approximate number of hours/month you devote to the other business; 20 ?the number of hours you devote to the other business during securities trading hours; 20 ?and briefly describe your duties relating to the other business; Securities selection, Software system development PETCOFF INC., PETCOFF DEVELOPMENTS INC., PETCOFF ENTERPRISES INC., PETCOFF FOUNDATION IND. ?the name of the other business; PETCOFF INC., PETCOFF DEVELOPMENTS INC., PETCOFF ENTERPRISES INC., PETCOFF FOUNDATION IND. ?whether the business is investment related: Yes ?the address of the other business; 139A Cottonwood Ave., Hartland, WI 53029 ?the nature of the other business; Business development, Real Estate Development and Foundation Management ?your position; Director ?title, or relationship with the other business; Director ?the start date of your relationship; 2021 ?the approximate number of hours/month you devote to the other business; 80 ?the number of hours you devote to the other business during securities trading hours; 40 ?and briefly describe your duties relating to the other business; Planning for all the above J.M. FITZGERALD ENTERPRISES AND F & A DEVELOPMENT GOURP LLC ?the name of the other business; J.M. FITZGERALD ENTERPRISES AND F & A DEVELOPMENT GOURP LLC ? Note: These companies were established as part of the development of a Section 42 property in Racine, Wi (Shoreline) with PNC Real Estate (PNC Bank). All of John Fitzgerald's interest were sold in February of 2022 and he no longer holds any interest in the development.
CRS (Client Relationship Summary) - RIA
Click below to view John Michael Fitzgerald'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®
NoneExperience
Current
February 4, 2020 - Present
LASALLE INVESTMENT ADVISORS, INC.
Office #1: 1133 Quail Court Suite 100, Pewaukee, WI 53072RIA
CRD#: 109303
Pewaukee, WI
Past
June 7, 2000 - November 15, 2002
WELLINGTON INVESTMENT SERVICES CORP.
BD
CRD#: 23018
BROOKFIELD, WI
Past
January 8, 1999 - July 10, 2003
LASALLE INVESTMENT ADVISORS, INC.
RIA
CRD#: 109303
PEWAUKEE, WI
Past
April 11, 1994 - December 31, 1994
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Past
December 8, 1992 - March 6, 2000
LIBERTY INVESTMENT COUNSEL, LTD.
BD
CRD#: 10062
ELM GROVE, WI
Past
May 8, 1990 - November 18, 1992
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
November 19, 1989 - May 9, 1990
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
November 14, 1988 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
April 24, 1984 - January 23, 1988
ECONOMIC RESOURCES, INC.
BD
CRD#: 14524
Past
June 4, 1982 - March 29, 1984
CABRERA CAPITAL MARKETS, LLC
BD
CRD#: 10081
Past
December 11, 1980 - June 3, 1982
EQUABLE SECURITIES CORPORATION
BD
CRD#: 7405
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
Wisconsin(2/4/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LI
LASALLE INVESTMENT ADVISORS, INC.
LASALLE INVESTMENT & BUSINESS MANAGEMENT SERVICES INC | LASALLE INVESTMENT ADVISORS, INC. | LASALLE INVESTMENT ADVISORS
CRD#: 109303 / SEC#: 801-132648
Wisconsin
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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
5
Regulatory assets under management
| Total Number of Accounts | 227 |
| AUM (Assets Under Management) | $ 119,132,694 |
Red Flags
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Company Information
LASALLE INVESTMENT ADVISORS, INC.
CRD#: 109303Pewaukee, WI 53072TRUST BUT VERIFY
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