Progressive Wealth Management

Progressive Wealth Management (CRD# 162121) is a financial advisory firm headquartered in , . They manage $800,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $800,000
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Progressive Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Raymond Czapka, financial advisor Whittier CA
Raymond A. Czapka
CRD#: 1517429
Whittier, CA

Raymond Czapka (CRD# 1517429) is an Investment Advisor Representative working at Progressive Wealth Management in Whittier, CA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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