Rachel Kowalczyk, financial advisor Itasca IL
88 score

Rachel Kowalczyk

CRD Number: 6283390
Current Firm: Balasa Dinverno Foltz LLC

Rachel Kowalczyk (CRD# 6283390) is an Investment Advisor Representative working at Balasa Dinverno Foltz LLC in Itasca, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Balasa Dinverno Foltz LLC Itasca, IL May 2013 - Current 3
University Of Illinois Champaign-urbana, IL Jan 2012 - May 2013 1
University Of Illinois Champaign-urbana, IL Aug 2009 - May 2013 3
Prudential Financial Champaign, IL Jun 2012 - Aug 2012 < 1
Prospect Heights School District Prospect Heights, IL May 2010 - Jan 2012 1
State Farm Research & Development Center Champaign, IL Jan 2011 - Dec 2011 < 1
Roland Realty Champaign, IL Sep 2009 - Nov 2011 2
Full-time Student Palatin, IL Dec 2003 - Jun 2009 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Rachel A. Kowalczyk
Phone Number: 630-875-4900
Firm Website: http://www.bdfllc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,072
    MILLIONS
  • Total Number of Accounts
    4,665
    ACCOUNTS
  • Average Account Value
    $658,505
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, IN, LA, MA, MI, MN, NC, NY, OH, PA, SC, TX, VA, WI

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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