Roger Toelke is a registered investment advisor at Dobson Street LLC, based in Winter Park, FL, with 30 years of industry experience. Roger 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, and 1 more. Their firm serves 60 clients with $8.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dobson Street's investment management fees are based on the value of your portfolio. The specific fee schedule is detailed in the Wealth Management Agreement. You can cancel the agreement within five business days for a full refund. After that, you can cancel with 30 days' written notice.
Location
1531 Aloma Avenue, Winter Park, FL, 32789
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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
Roger is involved in several business activities, including small business consulting, tax preparation, pension-related services, life and health insurance, and financial planning. He also works as an Investment Advisor Representative with Wilbanks Securities Advisory and owns R.A. Toelke and Co., a polyethylene sales business.
Employment History
Current Registrations
Dobson Street LLC
Previous Registrations
Wilbanks Securities Advisory
Wilbanks Securities, INC.Broker
Brookstone Investment Advisory Services
Mutual Fund Specialists, INC.Broker
Brookstone Securities, INC.Broker
Toelke & Associates, INC.
Mutual Fund Specialists, 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.