Justin Zoromski, financial advisor Altoona WI
89 score

Justin Zoromski

CRD Number: 6110336
Current Firm: Great Valley Advisor Group, Inc.

Justin Zoromski (CRD# 6110336) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Altoona, WI Dec 2014 - Current 2
Great Valley Advisor Group, Inc. Altoona, WI Dec 2014 - Current 2
Woita & Associates Eau Claire, WI Aug 2013 - Current 3
Diamond Financial Partners Eau Claire, WY Feb 2014 - Dec 2014 < 1
Principal Life Ins Co Eau Claire, WI Nov 2012 - Dec 2014 2
Princor Financial Services Corp Eau Claire, WI Nov 2012 - Dec 2014 2
Woita & Assoc Eau Claire, WI Aug 2012 - Nov 2012 < 1
Rock And Tait Exteriors Chippewa Falls, WI Feb 2012 - Aug 2012 < 1
Chippewa Valley Tech Eau Claire, WI Aug 2010 - May 2012 1
Turenne Autobody Thorp, WI Jun 2011 - Aug 2011 < 1
Mesquite Grill & Pub Thorp, WI Jan 2010 - Jun 2011 1
Thorp High School Thorp, WI Aug 2006 - May 2010 3
Henke Construction Thorp, WI May 2008 - Aug 2009 1
Dennys Plumbing & Heating Thorp, WI May 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Justin J. Zoromski
Phone Number: 302-483-7200
Firm Website: http://www.csfgllc.com
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    520
    MILLIONS
  • Total Number of Accounts
    3,438
    ACCOUNTS
  • Average Account Value
    $151,129
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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