Jennifer Lynn Szeklinski

Employer firm

Rossby Financial, LLC CRD 324631

$855M regulatory AUM 70 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 10/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2015 → 10/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2023 → Present
  Rossby Financial, Llc
  Melbourne, FL

Previous Registrations

• 2015-10-23 → 2023-11-03
  Cambridge Investment Research Advisors, Inc.
  New Berlin, WI
  New Berlin, WI
• 2012-06-26 → 2015-10-23
  Sii Investments, Inc.
  New Berlin, WI

Other Businesses

1) RED OAKS ADVISORS, INVESTMENT RELATED, 15710 W NATIONAL AVENUE, NEW BERLIN, WI, 10/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 11 HRS/MONTH 2) RED OAK ADVISORS, 15710 W NATIONAL AVENUE, NEW BERLIN, WI, DBA NAME FOR ADVISORY SERVICES OFFERED UNDER ROSSBY FINANCIAL, LLC, INVESTMENT ADVISOR REPRESENTATIVE, RED OAK ADVISORS AND ROSSBY FINANCIAL ARE UNAFFILIATED FIRMS. 3) CAROL HEIGHTS APARTMENTS, LLC, NEW BERLIN, WI, PERSONAL INVESTMENT, PASSIVE INVESTOR

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-12-07
• S65 Uniform Investment Adviser Law Examination
  2011-12-02

Other Names

• Jennifer L Koch
• Jennifer Lynn Koch