Jordan Teschendorf

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CRD#: 7566002

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.

Jordan Teschendorf was a registered financial professional .

Jordan is a previously registered financial professional and started their career in finance in 2022. Jordan had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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)

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

June 6, 2022 - January 29, 2024

FIDUCIARY MANAGEMENT, INC.

RIA

CRD#: 109149

MILWAUKEE, WI

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".

FIDUCIARY MANAGEMENT, INC.

CRD#: 109149 / SEC#: 801-15164

RIA

Registered Investment Advisory firm - (4/18/1980 Approved)

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

Current Firm

FIDUCIARY MANAGEMENT, INC.

CRD#: 109149 / SEC#: 801-15164

RIA

Registered Investment Advisory firm - (4/18/1980 Approved)

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Contact information

Main Address

790 N. Water Street Suite 2100, Milwaukee, WI 53202

Mailing Address

Phone number

(414) 226-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (21 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIARY MANAGEMENT, INC. FORM ADV PART 2A, DISCLOSURE BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	686
AUM (Assets Under Management)	$ 14,977,293,915

Red Flags

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Jordan Teschendorf

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FIDUCIARY MANAGEMENT, INC.

Primary Firm SEC Registration

FIDUCIARY MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

FIDUCIARY MANAGEMENT, INC.

Contact information

SEC notice filing (21 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY MANAGEMENT, INC.

TRUST BUT VERIFY

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