Jack Syryczuk (CRD# 7737999) is an Investment Advisor Representative working at Lpl Financial LLC in Stanley, WI and has 1 year of experience in the finance industry.
CRD# 4268761
Orgel Wealth Management, LLC
CRD# 6250891
Ameriprise Financial Services, LLC
CRD# 2921925
Orgel Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Adam Smit Investment Managment LLC | Stanley, WI | May 2024 - Current | < 1 |
Lpl Financial | Stanley, WI | May 2023 - Current | 1 |
Adam Smit Investment Management LLC | Stanley, WI | May 2023 - May 2024 | 1 |
Syryczuk Farms | Lublin, WI | Jan 2017 - Sep 2023 | 6 |
Kwik Trip | Green Bay, WI | Sep 2022 - May 2023 | < 1 |
The Buckle | Green Bay, WI | Nov 2021 - Apr 2022 | < 1 |
Courtesy Auto | Stanley, WI | Dec 2020 - May 2021 | < 1 |
High School/middle School Student | Thorp, WI | Sep 2013 - May 2021 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- WI
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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