Edward Grudowski (CRD# 2868053) is an Investment Advisor Representative working at Personal Financial Management, Inc. in Orland Park, IL and has over 27 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Personal Financial Management, Inc. | Orland Park, IL | Jun 1997 - Current | 26 |
| Edward T. Grudowski, Cpa | Orland Park, IL | Jun 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- IL
- IN
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts352ACCOUNTS
-
Average Account Value$80,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
IL, IN, TX
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