John William Haberstro
Investment adviser representative at Shield Wealth Advisors
17 yearsExperience
2 statesRegistered in
$68.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Shield Wealth AdvisorsJul 2020 to now
- Various Insurance Carriers for W&r Insurance AgenciesMay 2009 to now
- Peak Brokerage SerivcesSep 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Shield Wealth Advisors
Legal name: Shield Wealth Advisors, LLC.
$68.4MAssets managed
109Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4754069
- Firm CRD
- 309538