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Theresa Lublin, financial advisor Oconomowoc WI

Theresa Lublin

CRD Number: 3240209
Current Firm: Financial Matters

Theresa Lublin (CRD# 3240209) is an Investment Advisor Representative working at Financial Matters in Oconomowoc, WI and has over 11 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Financial Matters Oconomowoc, WI Oct 2012 - Current 11
Osaic Wealth, Inc. Oconomowoc, WI Feb 2012 - Current 12
Financial Matters Oconomowoc, WI Jul 2008 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Theresa L. Lublin
,
Phone Number: 262-468-4865
Firm Website: https://www.f-matters.com
Registered State(s):
  • WI
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Current Firm Details
Financial Matters
Firm's CRD Number: 113043
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

WI

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