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Kurt Winiecki

Winiecki Wealth Management

Chicago, IL

CRD 5391124

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Employer firm

Winiecki Wealth Management CRD 156007

$64.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Winiecki Wealth Management

Chicago, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2011-02-15
  • IL RA
    APPROVED
    Since 2011-02-15

Branch Locations

Chicago, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Winiecki Wealth Management Llc Chicago IL 02/2011 Present
  • 02/2011 → Present
    Winiecki Wealth Management Llc
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-27
  • S66 Uniform Combined State Law Examination
    2007-09-27
Other Names
  • Kurt A Winiecki

View on SEC IAPD

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