Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Reno
25yrs
Based in Reno, Nevada, John Witczak is a fiduciary financial advisor with 25 years of industry experience. John has been with Belpointe Asset Management since 2022; before that, John spent a year at Freedom Wealth Alliance and four years at Osaic Services. Belpointe Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 644 advisors with offices in Reno, and one of 606 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 74% of advisors at Belpointe Asset Management
Office500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$705,312
Advisors at the firm169
States licensed ?1 state
Services through Belpointe Asset Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowBelpointe Asset Management LLCCurrent firm
- Feb 2022 – Sep 2022Freedom Wealth AlliancePreviously
- 2018 – 2022Osaic Services, Inc.Previously
- Mar 2017 – Feb 2018MML Investors Services, LLCPreviously
- 2009 – 2017MSI Financial Services, Inc.Previously
Questions to ask John
Tailored to John’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Belpointe Asset Management at 2036293300 and ask for John Witczak. John works from the Reno, NV office.
How long has John been a financial advisor?
John has been in the industry since 2002, about 25 years. More experience than 74% of advisors at Belpointe Asset Management.
What licenses does John hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Belpointe Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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