# INTERACTIVE FINANCIAL ADVISORS

INTERACTIVE FINANCIAL ADVISORS of NEW LENOX, IL is an SEC-registered investment adviser.

## Registration

- CRD: 125117
- Type: SEC-registered investment adviser
- SEC file number: 801-63771
- Location: 100 BATSON CT., NEW LENOX, IL, 60451
- Phone: 630-472-1300
- Latest filing: 2026-08-06
- Regulatory AUM: $240.4M
- Discretionary AUM: $240.4M
- Clients: 33
- Accounts: 2,075

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Richard Lee Peterbok | CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT AND SECRETARY | — |
| RICHARDSON ROSS WILLIAM | CIO/COO | — |
| PETERBOK RICHARD LEE | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER; OWNER (+3 more) | — |
| WOITESHEK JOANNE MARIE | PRESIDENT; SECRETARY/TREASURER; SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| SCHERRMAN MICHAEL EMMETT | CHIEF COMPLIANCE OFFICER; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125117/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125117/similar
- Related entities: https://search.stillhousedata.com/firm/125117/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125117

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.