Christopher Balcerowiak (CRD# 1568743) is an Investment Advisor Representative working at The Fiduciary Alliance in Sterling Heights, MI and has over 37 years of experience in the finance industry. Christopher Balcerowiak 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.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fiduciary Alliance | Greenville, SC | May 2023 - Current | < 1 |
| Ameriprise Financial Services, Inc. | Clinton Twp, MI | Mar 2018 - May 2023 | 5 |
| Ameriprise Financial Services, Inc. | Shelby Township, MI | Oct 2009 - Mar 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management1,228MILLIONS
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Total Number of Accounts16,591ACCOUNTS
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Average Account Value$74,014
- A percentage of assets under your management
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