Teresa Bousky, financial advisor Chicago IL
96 score

Teresa Bousky

CRD Number: 4432402
Current Firm: Financial Strategy Network LLC

Teresa Bousky (CRD# 4432402) is an Investment Advisor Representative working at Financial Strategy Network LLC in Chicago, IL and has over 14 years of experience in the finance industry. Teresa Bousky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Oct 2011 - Current 5
Suburban Area Agency On Aging Oak Park, IL May 2005 - Current 11
Financial Strategy Network, LLC Chicago, IL Jun 2003 - Current 13
Financial Strategy Network LLC Chicago, IL Aug 2002 - Current 14
Raymond James Financial Services, Inc. Chicago, IL Jul 2002 - Sep 2011 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Teresa M. Bousky
Phone Number: 312-831-4370
Firm Website: http://www.fsnplan.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    607
    MILLIONS
  • Total Number of Accounts
    2,861
    ACCOUNTS
  • Average Account Value
    $212,303
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, IL, IN, MI, NY, OH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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