Erica Francesca Kowalczyk

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 01/2024 → Present
  Capital Wealth Management
  Tinley Park, IL
• 06/2024 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2020 → 01/2024
  Edward Jones
  Highland, IN
• 04/2020 → 10/2020
  Unemployed
  Dyer, IN
• 10/2019 → 04/2020
  Teibel's Family Restaurant
  Schererville, IN
• 01/2019 → 10/2019
  European Wax Center
  Highland, IN
• 10/2017 → 06/2019
  Gino's Steakhouse
  Dyer, IN
• 03/2016 → 10/2017
  The Quest
  Schererville, IN
• 10/2024 → Present
  Cetera Investment Advisors
  Schaumburg, IL

Other Businesses

1) CAPITAL WEALTH MANAGEMENT, INVESTMENT RELATED, TINLEY PARK, IL, DBA NAME FOR INVESTMENT SERVICES, SINCE 06/2024; 160 HRS/MONTH; CLIENT SERVICE ASSOCIATE

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-14
• S63 Uniform Securities Agent State Law Examination
  2024-09-09

Other Names

• Erica Sardella
• Erica Francesca Sardella