Joanne Woiteshek
Joanne Woiteshek is a registered investment advisor at Founders Financial Securities, LLC, based in Chicago, IL, with 30 years of industry experience. Joanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,021 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FFS offers several investment management programs. Fees are determined separately for each account and are negotiable, based on factors like assets under management, account structure, and services provided. Fees are generally a percentage of assets under management and can be charged quarterly or monthly, in advance or arrears.
Independence Advisory accounts typically do not exceed 2.50% annually. The Managed Portfolio Program has a fee of 1.65% annually. FCMS Private Wealth Solutions fees do not exceed 1.70% of the first $1,000,000 and 1.40% thereafter, annually. Nationwide Variable Annuity fees do not exceed 1.50% annually.
Some programs have minimum account balances and additional custodial fees that could result in an effective rate greater than the stated percentage.
Location
2230 N Lincoln Ave, #504, Chicago, IL, 60614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joanne is an investment advisory representative for Interactive Financial Advisors, dedicating about half of her time to this role. She is also an insurance agent for Unifinancial, spending minimal time on this activity.
Employment History
Current Registrations
Founders Financial Securities, LLC
Previous Registrations
Brooklight Place Securities, INC.Broker
Fortune Financial Services, INC.Broker
Gwn Securities INC.Broker
Gwn Securities INC.
Great American Advisors, INC.Broker
Pmg Asset Management INC
Interactive Financial Advisors
Pmg Securities Corporation
Pmg Asset Management INC
Pmg Securities CorporationBroker
Donahue Securities, INC.Broker
Long Grove Trading CO.Broker
Heritage Capital Management INC
Iac Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.