Stephen Krezinski, financial advisor Minneapolis MN
93 score

Stephen Krezinski

CRD Number: 5350651
Current Firm: Russell Investments

Stephen Krezinski (CRD# 5350651) is an Investment Advisor Representative working at Russell Investments in Minneapolis, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Russell Investments Tacoma, WA Apr 2010 - Current 6
Wells Fargo Funds Distribution, LLC Menomonee Falls, WI May 2007 - Mar 2010 2
University Of Wisconsin - Milwaukee Milwaukee, WI Sep 2003 - May 2007 3
Kenosha County Highway Department Bristol, WI May 2004 - Aug 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S65 NASAA Investment Advisors Law Examination Sep 2008
Contact Info for Stephen E. Krezinski
Phone Number: 206-505-7877
Registered State(s):
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    47,895
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $665,208,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, 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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