John Gehlhaart
Senior Wealth Advisor
John has over 20 years of industry experience and has worked with banking and wealth management divisions of several leading global and regional organizations. He holds securities registrations, including the FINRA Series 7 Registered Representative registration and the FINRA Series 24 Principal registration, held through LPL Financial. He holds a State of Wisconsin Insurance License for Life, Accident & Health, Variable Life/Variable Annuity.
"By carefully understanding each client's comprehensive needs, and being able to manage those needs in an objective manner, I can help create a level of trust necessary towards long-term success. I'm delighted to provide my consultitive approach along with a diverse selection of investment-related strategies to WaterStone Investment Services clients."