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Toby John Prestegaard

PNC Investments

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About Toby John Prestegaard

Toby John Prestegaard is a financial advisor at PNC Investments. Toby has over 20 years of experience in the financial services industry. Toby has held positions at Robert W. Baird & Co. Incorporated, Raymond James Financial Services, Inc., Northwestern Mutual Investment Services, LLC, H&R Block Financial Advisors, Inc., Woodbury Financial Services, Inc., Securities America, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Toby specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, businesses, and institutions. Toby has earned the Certified Financial Planner and Chartered Financial Consultant designations.

Firm Information

Toby Prestegaard is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Toby Prestegaard’s Registration & Firm History

WI

05/20/2024 - Present

PNC Investments (PEWAUKEE WI)

WI

04/25/2022 - 04/25/2024

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

02/15/2021 - 04/20/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (Delafield WI)

WI

01/04/2013 - 11/16/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

07/19/2004 - 05/11/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

MI

10/02/2003 - 03/24/2004

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

MN

07/01/2003 - 10/13/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

NE

09/19/2001 - 05/27/2003

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

03/20/2001 - 09/17/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/20/2001 - 09/17/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

10/29/1999 - 08/23/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/29/1999 - 08/23/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

03/26/1999 - 10/27/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

03/26/1999 - 09/23/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 11/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Toby John Prestegaard.
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