Unclaimed Profile

Joanne Marie Woiteshek

INTERACTIVE FINANCIAL ADVISORS, INC.·CHICAGO, Illinois

SIE, Series 6, Series 63, Series 65Clean record28 years registeredINTERACTIVE FINANCIAL ADVISORS, INC.

625 N. MICHIGAN AVE., CHICAGO, IL 60611CRD# 2222062Firm CRD# 125117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanne Marie Woiteshek · CHICAGO, IL

Registration

CRD #2222062 · INTERACTIVE FINANCIAL ADVISORS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

FOUNDERS FINANCIAL SECURITIES, LLC

Oct 2025 – present

GWN SECURITIES INC.

May 2006 – Dec 2008

OAKBROOK, IL

PMG ASSET MANAGEMENT INC

Jan 2005 – Jun 2005

JOLIET, IL

INTERACTIVE FINANCIAL ADVISORS

Feb 2003 – Nov 2025

Chicago, IL

PMG SECURITIES CORPORATION

Sep 2002 – Dec 2004

JOLIET, IL

PMG ASSET MANAGEMENT INC

Mar 2001 – Sep 2002

JOLIET, IL

HERITAGE CAPITAL MANAGEMENT INC

Jan 1998 – Dec 2002

JOLIET, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 12, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTERACTIVE FINANCIAL ADVISORS, INC.

CRD 125117 · SEC 801-63771

AUM

$285M

Regulatory assets under management

Employees

3,152 client accounts

Services offered by INTERACTIVE FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTERACTIVE FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Joanne Marie Woiteshek offer?

Joanne Marie Woiteshek specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Joanne Marie Woiteshek's credentials?

Joanne Marie Woiteshek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanne Marie Woiteshek located?

Joanne Marie Woiteshek is based in CHICAGO, Illinois, working with INTERACTIVE FINANCIAL ADVISORS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Joanne Marie Woiteshek charge for services?

Joanne Marie Woiteshek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTERACTIVE FINANCIAL ADVISORS, INC.?

INTERACTIVE FINANCIAL ADVISORS, INC. has approximately 36 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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