John Mccreary Susin
Advisor at OneSeven — Oak Brook, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
17 years
Location
Oak Brook, IL 60523
OneSeven
Multi-team
John Susin is a financial advisor with OneSeven in Oak Brook, IL, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Red Oak Capital Management, Niagara International Capital Limited, and Great Lakes Atlantic. Outside of his advisory work, he coaches a hockey team in Chicago. OneSeven serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm’s investment approach is primarily long-term with flexibility for shorter-term trading, utilizing diversified portfolios and access to alternatives and private placements.
Based on OneSeven
Based on OneSeven
Financial consulting flat fees charged as negotiated; financial planning fees may be fixed fees.
$0+: 0.05% to 2.00% annually $0+: Up to 0.50% for additional services such as financial planning or working with other professionals
Certain individuals (IARs) may receive separate commission-based compensation for selling insurance or securities products. These commissions are separate from advisory fees.
Financial planning and consulting services hourly fees range from $100 to $500 per hour.
Financial planning consulting annual retainers billed quarterly or monthly in advance ranging from $100 to $25,000 per billing period.
Fee-only: Financial planning fees charged hourly ($100 to $500 per hour), fixed fees, or annual retainers ($100 to $25,000 per billing period). Fees are negotiable.
Oak Brook, IL
1415 W 22nd Street Tower Floor
Oak Brook IL 60523
Advisors at this office
1
Illinois
17 years of industry experience
MGO One Seven
2023 - Present • 3 years
Lemont, IL
Red Oak Capital Investments
2022 - 2023 • 1 year
Oak Brook, IL
Niagara International Capital Limited
2017 - 2018 • 1 year
Clarence, NY
Great Lakes Atlantic
2016 - 2018 • 2 years
Oak Brook, IL
Red Oak Capital Management, Inc.
2016 - 2023 • 7 years
Oak Brook, IL
Comprehensive Asset Management and Servicing, Inc.
2016 - 2017 • 1 year
Parsippany, NJ
Hayden Royal
2016 - 2019 • 3 years
IC Advisory Services, Inc.
2012 - 2016 • 4 years
Morgan Stanley
2010 - 2012 • 2 years
Lisle, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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