Joanne Woiteshek, financial advisor New Lenox IL

Joanne Woiteshek

CRD Number: 2222062
Current Firm: Interactive Financial Advisors
Joanne Woiteshek (CRD# 2222062) is an Investment Advisor Representative working at Interactive Financial Advisors in Oak Brook, IL and has over 20 years of experience in the finance industry.
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Company Name Location Dates Years
Brooklight Place Securities, Inc. Downers Grove, IL Jan 2017 - Current 7
Interactive Financial Advisors New Lenox, IL Jan 2003 - Current 21
Unifinancial Oak Brook, IL Aug 1991 - Current 32
Interactive Financial Advisors Oak Brook, IL Jan 2003 - Jul 2021 18
Organizamerica Oak Brook, IL Aug 1991 - Jul 2021 29
Fortune Financial Services, Inc. New Brighton, PA Feb 2013 - Dec 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Joanne M. Woiteshek
By the Numbers
  • Total Assets Under Management
    285
    MILLIONS
  • Total Number of Accounts
    3,152
    ACCOUNTS
  • Average Account Value
    $90,400
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

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

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Data verified by both the advisor and the public regulatory data.

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