John E. Witczak
Investment Adviser Representative at Belpointe Asset Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John E. Witczak is an investment adviser representative with Belpointe Asset Management LLC in Milwaukee, WI, where they have been registered since 2022. They have worked in the securities industry since 2002 and have been registered with 5 firms, including Freedom Wealth Alliance and Sagepoint Financial, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Wisconsin.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Wisconsin
- Broker:
9 states and territories
Arizona, Florida, Georgia, Illinois, Oregon, South Carolina, South Dakota, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MML Investors Services, LLCMar 2017 – Feb 2018Milwaukee, WI
- SagePoint FinancialFeb 2018 – Feb 2022Milwaukee, WI
- Freedom Wealth AllianceFeb 2022 – Sep 2022Brookfield, WI
- LPL Financial LLCFeb 2022 – no end date reportedBrookfield, WI
- Belpointe Asset Management, LLCSep 2022 – no end date reportedReno, NV
- D.H. Hill Securities, LLLPSep 2022 – no end date reportedKingwood, TX
- Metlife Securities, Inc.Dec 2001 – Feb 2018Milwaukee, WI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Belpointe Asset Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 169
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Reno, NV
- SEC file number:
- 801-69329
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Belpointe Asset Management LLC
Showing 12 of 169 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John E. Witczak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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