Robert W. Freshour

MARKOWSKI INVESTMENTS

Paducah, KY 42001

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CRD#: 1564319

Professional summary

Robert William Freshour is a registered financial advisor currently at MARKOWSKI INVESTMENTS located in Paducah, Kentucky.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Freshour's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 30, 2022 - Present

MARKOWSKI INVESTMENTS

Office #1: 3235 Olivet Church Rd. Suite B, Paducah, KY 42001Office #2: 229 W. St. Louis Street, Lebanon, IL 62254

RIA

CRD#: 141883

Paducah, KY

Past

September 22, 2000 - December 12, 2000

VISION INVESTMENT SERVICES, INC.

CRD#: 46609

ROSEMONT, IL

Past

February 19, 1991 - August 31, 2000

WEDGEWOOD PARTNERS, INC.

CRD#: 21923

ST. LOUIS, MO

Past

January 7, 1991 - January 29, 1991

WEDGEWOOD PARTNERS, INC.

CRD#: 21923

Past

October 22, 1986 - December 31, 1990

GERMANIA SECURITIES, INC.

CRD#: 16457

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/30/2022)

IAR

Kentucky
(5/28/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/9/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/2/1997

General Securities Principal Examination

Current Firm

MARKOWSKI INVESTMENTS

CRD#: 141883 / SEC#: 801-67238

RIA

Registered Investment Advisory firm - (2/13/2007 Approved)

California

Registered Investment Advisory firm - (3/19/2007 Cancelled)

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Contact information

Main Address

Tampa, FL

Mailing Address

Phone number

(813) 831-5168

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARKOWSKI INVESTMENTS ADV BROCHURE 2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,433
AUM (Assets Under Management)	$ 410,207,663

Red Flags

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Robert W. Freshour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert William Freshour's CRS (Customer Relationship Summary).

Certified licenses

Experience

VISION INVESTMENT SERVICES, INC.

WEDGEWOOD PARTNERS, INC.

WEDGEWOOD PARTNERS, INC.

GERMANIA SECURITIES, INC.

Primary Firm SEC Registration

MARKOWSKI INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2022

Series 63

Date: 9/9/1987

Series 7

Date: 10/18/1986

Series 24

Date: 12/2/1997

Current Firm

MARKOWSKI INVESTMENTS

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARKOWSKI INVESTMENTS

TRUST BUT VERIFY

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