Krzysztof Garlewicz, financial advisor Rosemont IL

Krzysztof Garlewicz

CRD Number: 5496983
Current Firm: Prosperifi LLC

Krzysztof Garlewicz (CRD# 5496983) is an Investment Advisor Representative working at Prosperifi LLC in Rosemont, IL and has over 16 years of experience in the finance industry. Krzysztof Garlewicz 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
Prosperifi, LLC Rosemont, IL Sep 2017 - Current 6
Lpl Financial, LLC Rosemont, IL Apr 2016 - Oct 2023 7
Arete Wealth Management LLC Chicago, IL Feb 2014 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Krzysztof Garlewicz
Phone Number: 847-310-7133
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $274,800
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
Types of Clients
Registered States

IL, TX

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