John Westphal Financial Advisor in Oshkosh, WI 54901

John is a Senior Financial Advisor with twenty-six years of experience currently serving the Fox Valley area. Through an assessment of his clients’ financial goals, John helps individuals and their families develop long-term financial strategies to help put those goals in sight.

Prior to joining the BMO Investment Services team, John worked at Capital Federal Savings in Fond du Lac, where he started their brokerage division. He received his Bachelor of Arts in business from the University of Wisconsin-Oshkosh. John holds securities licenses 6, 7, 63, and 65, held through LPL Financial along with his life and health insurance licenses.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management