Douglas Giageos, financial advisor Madison WI
90 score

Douglas Giageos

CRD Number: 5957823
Current Firm: Rmr Financial Advisors, LLC

Douglas Giageos (CRD# 5957823) is an Investment Advisor Representative working at Rmr Financial Advisors, LLC in Madison, WI and has 1 year of experience in the finance industry. Douglas Giageos 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
Rmr Financial Advisors, LLC Madison, WI Jul 2011 - Current 5
Blue Alpine Middleton, WI Sep 2009 - Current 7
Unemployed Middleton, WI Jan 2009 - Aug 2009 < 1
Jp Morgan Chase Madison, WI Aug 2005 - Dec 2008 3

Douglas Giageos has no recent exams reported.
Contact Info for Douglas K. Giageos
Phone Number: 608-663-7676
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $1,464,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

IL, MN, TX, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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