Robert TeskeCRD Number: 6047326
Current Firm: Woodbury Financial Services, Inc.
Robert Teske (CRD# 6047326) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Warrenville, IL and has over 5 years of experience in the finance industry.
Forum Financial Management, LP
Nfp Advisor Services, LLC
|Woodbury Financial Services, Inc.||Lisle, IL||Nov 2012 - Current||5|
|Callero And Lorenz Financial||Lisle, IL||Mar 2012 - Current||6|
|Roosevelt University||Chicago, IL||Jan 2010 - May 2012||2|
|Xsport Fitness||St. Charles, IL||Dec 2011 - Mar 2012||< 1|
|La Fitness||South Elgin, IL||Aug 2010 - Apr 2011||< 1|
|Elgin Community College||Elgin, IL||Aug 2007 - Dec 2009||2|
|Goodwill Industries||Batavia, IL||Oct 2006 - Nov 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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