Bernard Czerwinski (CRD# 7666348) is an Investment Advisor Representative working at Ascension Financial in Sugar Grove, IL and has 1 year 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 |
|---|---|---|---|
| Rlk-plg Investment Management, LLC | Sugar Grove, IL | Mar 2023 - Current | 1 |
| Forever Companies | Franklin, WI | Sep 2018 - Jun 2023 | 4 |
| Gm Casting House, Inc. | Chicago, IL | May 2005 - Sep 2018 | 13 |
| Northport Investments | Northfield, IL | Apr 2005 - Aug 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- IL
- WI
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$288,968
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, IL, WI
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