Lawrence Strzelecki (CRD# 4711489) is an Investment Advisor Representative working at Assured Advisory Group, LLC in East Dundee, IL and has over 20 years of experience in the finance industry. Lawrence Strzelecki 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Dec 2021 - Current | 2 |
| Assured Advisory Group, LLC | East Dundee, IL | Aug 2021 - Current | 2 |
| Assured Concepts Group, Ltd. | East Dundee, IL | Jun 1997 - Current | 26 |
| National Securities Corporation | East Dundee, IL | Sep 2020 - Dec 2021 | 1 |
| National Asset Management | East Dundee, IL | Sep 2020 - Dec 2021 | 1 |
| Fsic | Edmonds, WA | Jan 2010 - Sep 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- IL
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts281ACCOUNTS
-
Average Account Value$266,816
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
IL, TX
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