Gene Michael Toboyek
Professional Summary
Gene Michael Toboyek was a registered financial advisor. Gene was a previously registered financial professional and started their career in finance 1999 - 2023. Gene had worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
FREEDOM WEALTH ALLIANCE | WEALTH MANAGEMENT SOLUTIONS | OAK LEAF CAPITAL PARTNERS | FREEDOM WEALTH ALLIANCE, LLC
Contact Information
Main Address
675 North Barker Road Suite 220, Brookfield, WI 53045Phone Number
(262) 798-7979# of Employees
12Documents
Regulatory Assets Under Management
Total Number of Accounts
1,613AUM (Assets Under Management)
$279,810,534Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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