John Jerold Ceaglske

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 01/2018
  Metlife Securities Inc.
  Brookfield, WI
• 07/2016 → 01/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 01/2018
  Mml Investors Services, Llc
  Milwaukee, WI
• 01/2018 → 02/2022
  Sagepoint Financial, Inc.
  Milwaukee, WI
• 02/2022 → 09/2022
  Freedom Wealth Alliance
  Brookfield, WI
• 09/2022 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2022-02-22 → 2022-09-30
  Freedom Wealth Alliance
  Brookfield, WI
• 2018-01-18 → 2022-02-24
  Osaic Services, Inc.
  Milwaukee, WI
• 2017-03-25 → 2018-01-19
  Mml Investors Services, Llc
  Wauwatosa, WI
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Milwaukee, WI
• 2012-11-16 → 2015-01-02
  New England Securities
  Brookfield, WI
• 1999-02-09 → 2012-11-15
  Ameriprise Financial Services, Llc
  Brookfield, WI
  Brookfield, WI
  Rockford, IL

Other Businesses

1. OAK LEAF CAPITAL PARTNERS POSITION: Partner NATURE: This is a marketing name or DBA company that encompasses my investment and insurance business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 160 START DATE: 01/19/2018 ADDRESS: same as branch office DESCRIPTION: Oak Leaf Capital Partners is the DBA name 2. JOHN CEAGLSKE POSITION: Landlord NATURE: I own rental property (duplex) at 2341 S. 65th St. in Wauwatosa WI INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2008 DESCRIPTION: Maintenance of properties as needed 3. JOHN CEAGLSKE POSITION Landlord NATURE: Partial ownership in rental property located at 531 W. College Ave. in Waukesha WI INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2002 DESCRIPTION: Maintenance of properties as needed 4. JOHN CEAGLSKE POSITION: Independent Insurance Agent NATURE: Individual INVEST RELATED: Yes NUMBER OF HOURS: 5 STH: 0 SINCE: 06/12/2018 ADDRESS: same as branch office DESCRIPTION: Fixed insurance products sales 5. STANDBY STORAGE LLC POSITION: Owner NATURE: Storage Units to be purchased in an LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 STH: 0 START DATE: 06/01/2019 ADDRESS: 4331 County R Manitowoc WI 54220, US; Partial owner in an LLC of rental real estate. Most duties will be outsourced or conducted by owners closer to the location of the property. 6. Daddy Warbucks LLC POSITION: Partner NATURE: LLC for Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 START DATE:6/15/2021 ADDRESS: 927 S 8TH ST, MANITOWOC WISCONSIN 54220 USA DESCRIPTION: LLC to invest in an ongoing revitalization effort in my hometown. No duties associated. 7. The Cage; Not investment-related; 2214 Franklin Street, Manitowoc, WI 54220; 20% co-owner; Start 04/2024; 6 hours per month; none during trading hours. Indoor baseball/softball training facility. No specific duties.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-10-25
• S63 Uniform Securities Agent State Law Examination
  1999-01-29