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    lasalleadvisor_comp1

     

    Our Company History

    1. From Brokers to Advisors 1984
    2. Building Reporting Systems
    3. Pioneering the Personal Business Model
    4. Building the Team Service Approach
    5. The Future using Emerging Technologies

     

     6-2-0 - Delafield & Occonomowoc, Wi - Financial Advisor - Who We Are - #2 - Our Team Approach to Servicing - #0 - Why a Team Approach is Used with Advisors

    The Team Approach to Servicing:

    1. Our Lead Account Executive’s Role
    2. The Service Team.
    3. Our Investment Advisory Committee.
    4. Cloud Computing – The Future.

     

     

    466050467

    Our Operational Steps:

    1. Communication, Understanding the Client
    2. Building a Financial Plan
    3. Creating the Investment Mix – Allocation
    4. Coordinating Investments with Economics
    5. Portfolios Fundamental Valuation Approach

     

     

    6-3-0 - Delafield & Occonomowoc, Wi - Financial Advisor - Who We Are - #3 - Our Team Members - #0 - Our Team Members

    Our Team Members:

    1. John Maresh – Account Executive
    2. John Fitzgerald – Account Executive
    3. Katie Lo – Client Servicing, Financial Planning
    4. Reeda Smith, Technology & Junxure Specialist
    5. Barbara Hoffman, Portfolio Center Specialist

     

     

     

    6-4-0 - Delafield & Occonomowoc, Wi - Financial Advisor - Who We Are - #4 - Our Offices - #0 - Our Home Office in Pewaukee, WI

    Our Offices:

    1. Pewaukee/Milwaukee Office
    2. Tucson Office

     

     

    6-0-5 - Delafield & Occonomowoc, Wi - Financial Advisor - Who We Are - #5 - Lead Picture - #5 - Our Fee Structure

    Our Fee Structure:

    1. Fee Structure
    2. Billing Systems
    3. Financial Planning Fees

     

     

    Investment Advisory ADV Part II

    Form ADV

    1. Filings Report

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