Roger Toelke
Dobson Street · Winter Park, Florida
Roger Toelke is a fee-only financial advisor at Dobson Street in Winter Park, Florida. Dobson Street reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Dobson Street |
|---|---|
| Based in | Winter Park, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $8.5M across 82 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2639825 |
| Exams passed | Series 63 (1995) · Series 66 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Roger's firm compares
- Dobson Street's average account is about $104,000, from its Form ADV (assets managed divided by 82 accounts).
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Questions about Roger
Is Roger Toelke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roger holds no broker registration, and Dobson Street reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roger charge for financial advice?
Roger's firm, Dobson Street, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roger Toelke based?
Roger Toelke is based in Winter Park, Florida.
Is Roger Toelke registered with the SEC?
Yes. Roger Toelke is registered as an investment adviser representative in FL (CRD 2639825), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dobson Street manage?
Dobson Street reports $8.5M across 82 accounts in assets under management.
How do I contact Roger Toelke?
Contact details aren't on file yet. Search for Dobson Street.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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