John Pelletier
Senior Financial Advisor - BMO Investment Services
Address
John Pelletier
15450 W National Avenue
New Berlin, WI 53213
About Me
John is a Financial Advisor with 20 years of experience currently serving the Wauwatosa and West Allis markets. Whether his clients are looking to grow their personal wealth or protect it, John helps develop customized financial plans that are tailored to each of their specific needs.
Prior to joining the BMO Investment Services team, John was a Financial Advisor with Robert W. Baird. John earned a Bachelor of Arts degree from the University of Wisconsin – Madison. He holds securities licenses 7, 24 and 66, held through LPL Financial along with his life and health insurance licenses.
John enjoys fishing, cycling, golf, skiing, concerts and sporting events.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management