John Kwasny, financial advisor Chicago Heights IL
93 score

John Kwasny

CRD Number: 1059113
Current Firm: Woodbury Financial Services, Inc.

John Kwasny (CRD# 1059113) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Chicago Heights, IL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services, Inc. Warrenville, IL May 2013 - Current 3
Mainstreet Home Mortgages Glenview, IL Dec 2007 - Current 9
World Equity Group, Inc. Arlington Heights, IL Aug 2007 - Current 9
Engineering Cost Segregation Marietta, GA Jan 2005 - Current 11
Benefit Consultants Homewood, IL May 2004 - Current 12
Prepaid Legal Services Ada, OK Jan 2000 - Current 16
Prestar Financial Chicago, IL May 2004 - Dec 2007 3
Wfg W. Chicago, IL Aug 2007 - Aug 2007 < 1
World Group Securities W. Chicago, IL Aug 2007 - Aug 2007 < 1
World Equity Group, Inc. Arlington Heights, IL May 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for John Kwasny
Phone Number: 800-800-2638
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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