Jeffery Kruszka (CRD# 7318266) is an Investment Advisor Representative working at Wealth Advisors Network, Inc. in Buffalo, NY and has 1 year of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Advisors Network, Inc. | Hastings, NE | Jun 2022 - Current | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Dec 2020 - Current | 3 |
| Cambridge Investment Research Inc. | Fairfield, IA | Dec 2019 - Current | 4 |
| Brock, Schechter & Polakoff, LLP | Buffalo, NY | Dec 2019 - Current | 4 |
| Schunk, Wilson & Company, Pc | Buffalo, NY | Jul 2016 - Dec 2019 | 3 |
| Schunk, Wilson & Company, Pc | Buffalo, NY | Nov 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2022 |
- NY
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts742ACCOUNTS
-
Average Account Value$345,800
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, FL, NE, NY, PA
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