Roger Toelke
Advisor at Dobson Street LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Dobson Street LLC
Location
Winter Park, FL 32789
Credentials
Series 63, Series 66
Industry experience
30 years
About
Roger Toelke is a financial advisor with Dobson Street LLC in Winter Park, Florida, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Dobson Street since 2017 and has been affiliated with Wilbanks Securities Advisory and Wilbanks Securities, Inc. since 2009. Outside of advising, he owns and operates R.A. Toelke Inc., a polyethylene film distribution business. Dobson Street LLC provides discretionary portfolio management and financial planning services to individuals, families, trusts, estates, business entities, pooled investment vehicles, and qualified and non-qualified plans. The firm emphasizes tailored advice using fundamental and technical analysis and generally favors low-cost index funds and no-load mutual funds, with portfolios reviewed at least quarterly.
Expertise
Based on Dobson Street LLC
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
Real estate investing
Fee options
Fixed retainer (flat fee for the year) or project fees, negotiated
$250 to $400 per hour (negotiated hourly fee)
Location
1531 Aloma Avenue
Winter Park, FL 32789
Most active in
Roger T has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Dobson Street LLC
2017 - Present (9 years)
Wilbanks Securities Advisory
2009 - Present (17 years)
Wilbanks Securities, Inc.
2009 - Present (17 years)
R.A. Toelke & Co.
1980 - Present (46 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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