Robert TuszynskiCRD 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.
Woodbury Financial Services, Inc.
Lpl Financial LLC
Lpl Financial LLC
|Ngl Estate And Funeral Trust Business||Luxemburg, WI||Sep 2015 - Current||2|
|Raymond James Financial Services Advisors Inc.||Luxemburg, WI||Oct 2014 - Current||3|
|Raymond James Financial Services||Luxemburg, WI||Jun 2014 - Current||3|
|Bank Of Luxemburg||Luxemburg, WI||Jun 2014 - Current||3|
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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