Krystian Cieplucha, financial advisor Irvine CA
93 score

Krystian Cieplucha

CRD Number: 5930908
Current Firm: Lincoln Financial Advisors Corporation

Krystian Cieplucha (CRD# 5930908) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Irvine, CA and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Irvine, CA Sep 2015 - Current 1
Self Employed New Canaan, CT Dec 2010 - Current 6
Questar Capital Corp Minneapolis, MN Jul 2011 - Sep 2015 4
Questar Asset Management Minneapolis, MN Jul 2011 - Sep 2015 4
Shutao H. Lin San Jose, CA Jan 2009 - Aug 2015 6
Unemployed New Canaan, CT Mar 2010 - Dec 2010 < 1
Best Funds/waveny Park Capital New York, NY Oct 2008 - Mar 2010 1
Unemployed New Canaan, CT Apr 2008 - Oct 2008 < 1
Maple Leaf Bakery Livingston, NJ Dec 2006 - Apr 2008 1
Maple Leaf Foods Toronto, On, Jul 2005 - Dec 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Krystian L. Cieplucha
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, 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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