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Theodore John Oeffler

Edward Jones

Altoona, WI

CRD 5830479

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-17
WI RA APPROVED 2010-09-27
  • TX RA
    APPROVED_RES
    Since 2019-01-17
  • WI RA
    APPROVED
    Since 2010-09-27

Branch Locations

1470 Bluestem Blvd, Altoona, WI 54720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2010 Present
Other Businesses

Rental Property Eau Claire, WI Start date: 11/3/2017 Owner Hours per week: 1 Hours during trading: 0 Maintain property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-24
  • S66 Uniform Combined State Law Examination
    2010-09-24
Designations
  • Certified Financial Planner
Other Names
  • Theodore Oeffler

View on SEC IAPD

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