Joanne Marie Woiteshek

Employer firm

Founders Financial Securities LLC CRD 137945

$4.14B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1991 → 07/2021
  Organizamerica
  Oak Brook, IL
• 01/2003 → 07/2021
  Interactive Financial Advisors
  Oak Brook, IL
• 02/2013 → 12/2016
  Fortune Financial Services, Inc
  New Brighton, PA
• 01/2017 → 07/2020
  Brooklight Place Securities, Inc.
  Downers Grove, IL
• 08/1991 → Present
  Unifinancial
  Oak Brook, IL
• 01/2003 → 10/2025
  Interactive Financial Advisors
  New Lenox, IL
• 10/2025 → Present
  Founders Financial Securities Llc
  Towson, MD

Previous Registrations

• 2003-02-26 → 2025-11-17
  Interactive Financial Advisors
  Oakbrook, IL
  Chicago, IL
  New Lenox, IL
  Chicago, IL
• 2006-05-30 → 2008-12-31
  Gwn Securities Inc.
  Oakbrook, IL
  Palm Beach Gardens, FL
  Oak Brook, IL
  Palm Beach Gardens, FL
• 2005-01-04 → 2005-06-03
  Pmg Asset Management Inc
  Joliet, IL
• 2002-09-18 → 2004-12-31
  Pmg Securities Corporation
  Joliet, IL
• 1998-01-12 → 2002-12-31
  Heritage Capital Management Inc
  Joliet, IL
• 2001-03-23 → 2002-09-17
  Pmg Asset Management Inc
  Joliet , IL

Other Businesses

1)Thrive Financial Services Group (DBA); Chicago, IL; Investment Related; Start Date: 10/22/25; Investment Advisor Representative and Insurance Sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-19
• S63 Uniform Securities Agent State Law Examination
  1996-03-18

Other Names

• Joanne Marie Siffermann
• Joanne Marie Gorman