Financial Advisor
John Augustin’s introduction to investing began at age 12, when his father arranged for him to make the call to place his very first stock order with a broker. While the transaction was prearranged, the experience sparked an enduring passion for investing that continues to guide his career today.
With more than 30 years of experience, John takes a personalized approach to portfolio development and management, tailoring strategies to meet each client’s unique financial circumstances and life goals. He particularly enjoys building and managing investment portfolios designed to support families, small businesses, professionals, and retirees. His commitment to clients is reflected in consistent communication through timely personal meetings, phone calls, and emails.
Over the course of his career, John Augustin has successfully guided clients through significant market challenges, including the Dot com crash, the Great Recession, and the COVID-19 pandemic. As a Fiduciary, he has earned the Chartered Financial Consultant (ChFC) designation from The American College as well as an Investment Advisor Representative designation (IAR).
Raised in Brookfield, WI, John graduated from Brookfield East High School before earning his BBA in Marketing from the University of Wisconsin–Whitewater. Outside the office, he and his wife, Judy, enjoy the outdoors—whether biking, hiking, or simply gathering with family and friends over burgers and brats.
