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Elizabeth F Stamatakos

A To Z Financial Planning LLC

Oak Creek, WI

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Current Employers
A To Z Financial Planning Llc

7071 S. 13Th Street Suite 104, Oak Creek, WI 53154-1466 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-22
IL RA APPROVED 2024-08-15
  • WI RA
    APPROVED
    Since 2025-01-22
  • IL RA
    APPROVED
    Since 2024-08-15

Branch Locations

7071 S. 13Th Street Suite 104, Oak Creek, WI 53154-1466 • 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
A To Z Financial Planning Llc Oak Creek WI 08/2014 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-22
  • S65 Uniform Investment Adviser Law Examination
    2015-04-22
Designations
Other Names
  • Elizabeth F Aleksandrowicz
  • Beth Stamatakos
  • Beth Aleksandrowicz
  • Elizabeth Stamatakos

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · OAK CREEK, WI
CHARLES SCHWAB & CO., INC. · Oak Creek, WI
EDWARD JONES · OAK CREEK, WI
LPL FINANCIAL LLC · OAK CREEK, WI
OSAIC WEALTH, INC. · OAK CREEK, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Oak Creek, WI
EDWARD JONES · OAK CREEK, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Franklin, WI

More in Oak Creek, WI

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