William Blair & Company
47yrs
Top advisor by experience in Illinois
24yrs
John Roessler has worked in the financial industry for 24 years and is a financial advisor based in Chicago, Illinois. After eight years at Northcoast Asset Management and a year at Firstwave Financial, John joined Focus Partners Wealth in 2026, a firm offering financial planning, investment management, and private fund management. John holds the CFP® designation.
At a glance
Experience24 years (since 2002)
How that compares ?Top 22% by experience at Focus Partners Wealth
Office10 South Wacker Drive Suite 2600, Chicago, IL 60606
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowFocus Partners Wealth, LLCCurrent firm
- 2018 – 2026Northcoast Asset Management LLCPreviously
- Nov 2015 – Jan 2017Firstwave FinancialPreviously
- Aug 2014 – Jul 2015Forvis Mazars Wealth Advisors, LLCPreviously
- 2002 – 2015Budros, Ruhlin & ROEPreviously
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Focus Partners Wealth at (314) 725-0455 and ask for John Roessler. John works from the Chicago, IL office.
How long has John been a financial advisor?
John has been in the industry since 2002, about 24 years. Top 22% by experience at Focus Partners Wealth.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other 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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