Amanda Czosek, financial advisor Elgin IL

Amanda Czosek

CRD Number: 6427650
Current Firm: Ae Wealth Management, LLC

Amanda Czosek (CRD# 6427650) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Elgin, IL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Wealth Advisory Group Elgin, IL Sep 2022 - Current 1
Ae Wealth Management, LLC Topeka, KS Nov 2016 - Current 7
Jager Financial Services Elgin, IL Oct 2015 - Current 8
Guardian Wealth Advisory Group Elgin, IL May 2014 - Current 9
Harvest Investment Services, LLC Elgin, IL Jun 2016 - Nov 2016 < 1
Trifound Kalamazoo, MI Oct 2011 - Jul 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
Contact Info for Amanda M. Czosek
Phone Number: 866-363-9595
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    21,801
    MILLIONS
  • Total Number of Accounts
    177,044
    ACCOUNTS
  • Average Account Value
    $123,137
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, WY

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