Robert Tuszynski, financial advisor Luxemburg WI
93 score

Robert Tuszynski

CRD Number: 1089480
Current Firm: Raymond James Financial Services Advisors, Inc.

Robert Tuszynski (CRD# 1089480) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Luxemburg, WI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Ngl Estate And Funeral Trust Business Luxemburg, WI Sep 2015 - Current 1
Raymond James Financial Services Advisors Inc. Luxemburg, WI Oct 2014 - Current 2
Raymond James Financial Services Luxemburg, WI Jun 2014 - Current 2
Bank Of Luxemburg Luxemburg, WI Jun 2014 - Current 2
Milwaukee County Milwaukee, WI Dec 2013 - May 2014 < 1
Robert Tuszynski Germantown/jackson, WI Jul 2013 - May 2014 < 1
Umb Distribution Services, LLC Milwaukee, WI Aug 2008 - Jun 2013 4
Umb Fund Services, Inc. Milwaukee, WI Jul 2008 - Jun 2013 4
Grand Distribution Services, LLC Milwaukee, WI Sep 2008 - May 2013 4
Cuna Brokerage Services, Inc. Waverly, IA Nov 2003 - Jul 2008 4
Cuna Mutual Group Madison, WI Nov 2003 - Jul 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Robert J. Tuszynski
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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