Best Investors Account Sign in
Inactive

Deborah S. Teske

Creative Planning

Green Bay, WI

Overland Park, KS

Claim This Profile
Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-11-22
  • WI RA
    APPROVED
    Since 2022-11-22

Branch Locations

469 Security Blvd, Green Bay, WI 54313 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Creative Planning, Llc Green Bay WI 10/2022 Present
Wipfli Financial Advisors Green Bay WI 08/2022 09/2022
Wipfli, Llp Green Bay WI 03/1999 08/2022
  • 10/2022 → Present
    Creative Planning, Llc
    Green Bay, WI
  • 08/2022 → 09/2022
    Wipfli Financial Advisors
    Green Bay, WI
  • 03/1999 → 08/2022
    Wipfli, Llp
    Green Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-22
  • S65 Uniform Investment Adviser Law Examination
    2022-11-22
Other Names
  • Deborah S. Reese
  • Deborah S. Julka
  • Deborah Teske

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MELOTTE FINANCIAL ADVISORS
ONELEGACY ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
J.P. MORGAN SECURITIES LLC
BARINGTON CAPITAL MANAGEMENT, LLC
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER LEE FEUTZ
MONTANA MORGAN TILLMANN
MARK BRIAN PIPER
Zachary Mano Gilson
MARK ANDREW ENGLES
TIMOTHY ARNOLD BENES
Cal David Jensen
KENNETH JOSEPH MELOTTE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
MELOTTE FINANCIAL ADVISORS · GREEN BAY, WI
ONELEGACY ADVISORS, LLC · GREEN BAY, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Green Bay, WI
J.P. MORGAN SECURITIES LLC · GREEN BAY, WI
AMERIPRISE FINANCIAL SERVICES, LLC · GREEN BAY, WI
BARINGTON CAPITAL MANAGEMENT, LLC · GREEN BAY, WI
HARBOUR INVESTMENTS, INC. · GREEN BAY, WI

More in Green Bay, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor