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Angeline Catherine Wozniak

Chicago Oakbrook Financial Group

Oak Brook, IL

CRD 8236716

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Employer firm

Chicago Oakbrook Financial Group CRD 333344

$1.21B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Chicago Oakbrook Financial Group

903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-05-05
  • IL RA
    APPROVED
    Since 2026-05-05

Branch Locations

903 Commerce Drive, Suite 300, Oak Brook, IL 60523 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Midwest Lending Chicago IL 02/2016 07/2021
Guaranteed Rate Chicago IL 07/2021 09/2022
Nations Lending Orland Park IL 09/2022 09/2023
Guranteed Rate Chicago IL 09/2023 01/2025
Synergy One Landing, Inc. Lombard IL 02/2025 03/2026
Cofg Advisors, Llc Oak Brook IL 02/2026 Present
  • 02/2016 → 07/2021
    Midwest Lending
    Chicago, IL
  • 07/2021 → 09/2022
    Guaranteed Rate
    Chicago, IL
  • 09/2022 → 09/2023
    Nations Lending
    Orland Park, IL
  • 09/2023 → 01/2025
    Guranteed Rate
    Chicago, IL
  • 02/2025 → 03/2026
    Synergy One Landing, Inc.
    Lombard, IL
  • 02/2026 → Present
    Cofg Advisors, Llc
    Oak Brook, IL
Other Businesses

1. INDEPENDENT INSURANCE AGENT. Not Investment Related. 903 Commerce Drive, Suite 300, Oak Brook, IL 60523. Insurance Agent. 5 HOURS/MONTH. Offer Fixed Insurance Solutions to Clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-20
  • S65 Uniform Investment Adviser Law Examination
    2026-04-20

View on SEC IAPD

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