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Robert Freshour

Advisor at Markowski Investments

Updated today

Location

Lebanon, IL 62254

Credentials

Series 63, Series 65

Industry experience

17 years

About

Robert Freshour is a financial advisor at Markowski Investments with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wealth Quest Planning and Wedgewood Partners, Inc. He has been with Freshour Financial since 2021. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm employs a multi-asset strategic allocation approach that combines technical, fundamental, and chart analysis with cyclical and tactical adjustments, focusing on buy-and-hold strategies complemented by periodic portfolio reviews.

Client services

Based on Markowski Investments

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Markowski Investments

Active portfolio management Options & derivatives strategies

Occupation focus

Based on Markowski Investments

Founder/Business Owner

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Fee options

Percentage

$0 - $250,000: 1.50% annually $250,001 - $3,000,000: 1.25% annually $3,000,001 - $10,000,000: 1.00% annually Above $10,000,000+: Negotiated

Project-based

Fees for additional services or outside consultants may be charged on an hourly basis, but specific hourly rates are not disclosed in the brochure.

Location

229 W. St. Louis Street

Lebanon, IL 62254

Most active in

Illinois · Kentucky

Work history

Freshour Financial

2021 - Present (5 years)

Wealth Quest Planning

2008 - 2021 (13 years)

Wedgewood Partners, Inc.

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Douglas R

Series 63, Series 65

Collinsville, IL

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Active portfolio management Passive / index investing Options & derivatives strategies
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CFP®, Series 65

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General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Michael C

CFP®, Series 63, Series 65

O'fallon, IL

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Michael Clark is a CFP® professional with 19 years of industry experience. He is a principal at Clark Wealth Partners, LLC, where he has worked since 2016. Prior to that, he was with Visionary Wealth Advisors and Tmfs Advisors, LLC. Clark also maintains a minor role as an independent insurance agent. Clark Wealth Partners is an SEC-registered investment adviser managing approximately $213 million for nearly 400 clients, including individuals, high-net-worth households, charitable organizations, and businesses. The firm offers discretionary portfolio management and financial planning, tailoring portfolios to client objectives using a combination of analytical methods and internal model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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CFP®, Series 63, Series 66

O'fallon, IL

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General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k)
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Nicholas R

Series 65

Highland, IL

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Nicholas Rutz is a financial advisor at Powers Advisory Group, LLC with two years of industry experience. He holds a Series 65 designation and has been involved in business ventures including ownership of a child care company and a real estate investment company. Prior to joining Powers Advisory Group, he was associated with Siblings & Company LLC and operated a restaurant business under Rutz Group II DBA Popeye's Chop House. Powers Advisory Group provides discretionary investment management, financial planning, and pension consulting services to individuals, high-net-worth clients, and corporate retirement plans. The firm manages approximately $250.9 million on a discretionary basis, focusing on asset allocation, security selection, and dividend-producing securities within ETF-based portfolios.

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Andrew B

Series 66

O'fallon, IL

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Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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