Jeffrey Wolniewicz, financial advisor Buffalo NY

Jeffrey Wolniewicz

CRD Number: 5997883
Current Firm: Under Par Planning LLC

Jeffrey Wolniewicz (CRD# 5997883) is an Investment Advisor Representative working at Under Par Planning LLC in Buffalo, NY and has over 11 years of experience in the finance industry. Jeffrey Wolniewicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Under Par Planning LLC Buffalo, NY Jan 2020 - Current 4
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Jan 2020 4
Northwestern Mutual Investment Services, LLC Williamsville, NY Feb 2012 - Jan 2020 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2011 - Jan 2020 8
Northwestern Mutual Investment Services LLC Williamsburg, NY May 2014 - Mar 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2012
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Jeffrey Wolniewicz
Phone Number: 716-912-5696
Registered State(s):
  • NY
Current Firm Details
Under Par Planning LLC
Firm's CRD Number: 306930
By the Numbers
  • Total Assets Under Management
    16
    MILLIONS
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $96,987
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

NY

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