Jeffery K. Hoelzel

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CRD#: 2259886

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jeffery Keith Hoelzel, who also goes by Jeffrey Keith Hoelzel, was a registered financial professional .

Jeffery is a previously registered financial professional and started their career in finance in 1995. Jeffery had worked at 3 firms and has passed the Series 63, Series 66, Series 65, SIE, Series 52, Series 7, Series 53, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jeffrey Keith Hoelzel

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 1, 2024 - March 4, 2024

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

NEW LENOX, IL

Past

December 2, 2021 - March 31, 2022

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

Orland Park, IL

Past

February 7, 2014 - December 10, 2018

INTERACTIVE FINANCIAL ADVISORS

RIA

CRD#: 125117

CHICAGO, IL

Past

November 8, 2013 - December 31, 2015

BROOKLIGHT PLACE SECURITIES, INC.

RIA

CRD#: 15764

DOWNERS GROVE, IL

Past

October 19, 2012 - December 31, 2018

BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

DOWNERS GROVE, IL

Past

November 23, 2005 - December 19, 2007

BROOKLIGHT PLACE SECURITIES, INC.

RIA

CRD#: 15764

OAK BROOK, IL

Past

July 11, 2002 - December 19, 2007

BROOKLIGHT PLACE SECURITIES, INC.

CRD#: 15764

OAK BROOK, IL

Past

October 13, 1995 - August 6, 1997

METLIFE INVESTORS SALES COMPANY

CRD#: 15950

OAKBROOK TERRACE, IL

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".

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.

CRD#: 125117 / SEC#: 801-63771

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

Arizona

Registered Investment Advisory firm - (1/4/2005 Terminated)

California

Registered Investment Advisory firm - (1/4/2005 Terminated)

Colorado

Registered Investment Advisory firm - (2/3/2005 Terminated)

Florida

Registered Investment Advisory firm - (1/4/2005 Terminated)

Georgia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Illinois

Registered Investment Advisory firm - (1/4/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (1/4/2005 Terminated)

Tennessee

Registered Investment Advisory firm - (2/3/2005 Terminated)

Texas

Registered Investment Advisory firm - (1/4/2005 Terminated)

Virginia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/5/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 8/27/2014

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 5/12/2005

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/17/1996

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 1/22/2015

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 10/18/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/16/2014

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 12/21/2012

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 11/8/2012

Financial and Operations Principal Examination

Current Firm

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.

CRD#: 125117 / SEC#: 801-63771

RIA

Registered Investment Advisory firm - (1/3/2005 Approved)

Arizona

Registered Investment Advisory firm - (1/4/2005 Terminated)

California

Registered Investment Advisory firm - (1/4/2005 Terminated)

Colorado

Registered Investment Advisory firm - (2/3/2005 Terminated)

Florida

Registered Investment Advisory firm - (1/4/2005 Terminated)

Georgia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Illinois

Registered Investment Advisory firm - (1/4/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (1/4/2005 Terminated)

Tennessee

Registered Investment Advisory firm - (2/3/2005 Terminated)

Texas

Registered Investment Advisory firm - (1/4/2005 Terminated)

Virginia

Registered Investment Advisory firm - (1/4/2005 Terminated)

Wisconsin

Registered Investment Advisory firm - (1/5/2005 Terminated)

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Contact information

Main Address

100 Batson Ct. Suite 104, New Lenox, IL 60451

Mailing Address

Phone number

(630) 472-1300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTERACTIVE FINANCIAL ADVISORS, INC. ADV BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,858
AUM (Assets Under Management)	$ 337,782,613

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jeffery K. Hoelzel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS

BROOKLIGHT PLACE SECURITIES, INC.

BROOKLIGHT PLACE SECURITIES, INC.

BROOKLIGHT PLACE SECURITIES, INC.

BROOKLIGHT PLACE SECURITIES, INC.

METLIFE INVESTORS SALES COMPANY

Primary Firm SEC Registration

INTERACTIVE FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 8/27/2014

Series 66

Date: 5/12/2005

Series 65

Date: 1/17/1996

SIE

Date: 10/1/2018

Series 52

Date: 1/22/2015

Series 7

Date: 10/18/2012

Series 53

Date: 12/16/2014

Series 24

Date: 12/21/2012

Series 27

Date: 11/8/2012

Current Firm

INTERACTIVE FINANCIAL ADVISORS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTERACTIVE FINANCIAL ADVISORS

TRUST BUT VERIFY

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