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Jeffrey Wolniewicz

Under Par Planning LLC

Buffalo, NY

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Current Employers
Under Par Planning Llc

Buffalo, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-31
  • NY RA
    APPROVED
    Since 2021-08-31

Branch Locations

Buffalo, NY • 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
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2011 01/2020
Northwestern Mutual Investment Services, Llc Williamsville NY 02/2012 01/2020
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 01/2020
Under Par Planning Llc Buffalo NY 01/2020 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-28
S63 Uniform Securities Agent State Law Examination 2012-08-27
  • S65 Uniform Investment Adviser Law Examination
    2014-04-28
  • S63 Uniform Securities Agent State Law Examination
    2012-08-27
Designations

View on SEC IAPD

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