Keith PlywaczynskiCRD Number: 4531136
Current Firm: Mariner Wealth Advisors, LLC
Keith Plywaczynski (CRD# 4531136) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Oakbrook Terrace, IL and has 1 year of experience in the finance industry. Keith Plywaczynski 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.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Mariner Wealth Advisors||Chicago, IL||Sep 2015 - Current||2|
|Capstone Financial Advisors, Inc.||Downers Grove, IL||Dec 2008 - Sep 2015||6|
|Capstone Financial Advisors, Inc.||Downers Grove, IL||Feb 2004 - Dec 2008||4|
Total Assets Under Management673MILLIONS
Total Number of Accounts2,037ACCOUNTS
Average Account Value$330,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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