Winiecki Wealth Management

Winiecki Wealth Management (CRD# 156007) is a financial advisory firm headquartered in , . They manage $32,500,000 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $285,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Winiecki Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Kurt Winiecki
CRD#: 5391124
Chicago, IL
93
Wealthminder
score

Kurt Winiecki (CRD# 5391124) is an Investment Advisor Representative working at Winiecki Wealth Management in Chicago, IL and has over 9 years of experience in the finance industry.

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