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Richard Lee Peterbok

INTERACTIVE FINANCIAL ADVISORS, INC.·NEW LENOX, Illinois
SIE, Series 1, Series 24, Series 63, Series 65Clean record23 years registeredINTERACTIVE FINANCIAL ADVISORS, INC.
100 BATSON CT., NEW LENOX, IL 60451CRD# 360944Firm CRD# 125117

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lee Peterbok · NEW LENOX, IL
Registration
CRD #360944 · INTERACTIVE FINANCIAL ADVISORS, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

INTERACTIVE FINANCIAL ADVISORS
Feb 2003 – present
GWN SECURITIES INC.
Jun 2006 – Dec 2011
OAKBROOK, IL
PMG ASSET MANAGEMENT INC
Jan 2005 – Mar 2005
JOLIET, IL
PMG SECURITIES CORPORATION
May 2003 – Dec 2004
JOLIET, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 24
Series 63
Series 65
Registration record
First registered · February 26, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117 · SEC 801-63771
AUM
$285M
Regulatory assets under management
Employees
36
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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05

Frequently Asked Questions

What services does Richard Lee Peterbok offer?
Richard Lee Peterbok specializes in Financial Planning, Investment Management. Contact their office in NEW LENOX, Illinois for a consultation.
What are Richard Lee Peterbok's credentials?
Richard Lee Peterbok is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lee Peterbok located?
Richard Lee Peterbok is based in NEW LENOX, Illinois, working with INTERACTIVE FINANCIAL ADVISORS, INC.. Their office serves clients in the NEW LENOX metropolitan area and surrounding communities.
How does Richard Lee Peterbok charge for services?
Richard Lee Peterbok'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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Other Advisors at INTERACTIVE FINANCIAL ADVISORS, INC.

Joanne Marie Woiteshek
CHICAGO, IL
Michael Emmett Scherrman
NEW LENOX, IL

More Advisors in NEW LENOX, Illinois

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LENOX CAPITAL MANAGEMENT, INC.·NEW LENOX, IL

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