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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Tegeler is an Investment Advisor Representative at Kestra Advisory Services, LLC. Jeffrey has been in the financial services industry since 1985. He currently holds licenses in Arizona, Florida, Iowa, Minnesota and Wisconsin. Jeffrey is a Certified Financial Planner™ and a Chartered Financial Consultant. He is affiliated with Garrity, Tegeler & Varley Wealth Strategies, LLP and also offers insurance and annuity planning through Accredited Investors, Inc. Jeffrey specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. He is committed to providing his clients with the best possible financial advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
04/21/2016 - Present
Kestra Advisory Services, LLC (VADNAIS HEIGHTS MN)
MN
03/17/1993 - 02/02/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
CA
01/02/1992 - 03/18/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
03/23/1990 - 12/31/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
MO
12/23/1988 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
10/23/1986 - 12/23/1988
MORISON SECURITIES, INC.
NA
05/13/1986 - 07/31/1986
MIMLIC SALES CORPORATION
NA
11/05/1984 - 05/05/1986
THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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