Best Investors Account Sign in
Inactive

Michael Todd Jankowski

Parkview Asset Management, Inc.

Oakbrook Terrace, IL

CRD 2325650

Claim This Profile
Employer firm

Parkview Asset Management, Inc. CRD 307977

$206M 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
Parkview Asset Management, Inc.

One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-08-01
IL RA APPROVED 2020-06-26
  • TX RA
    APPROVED_RES
    Since 2023-08-01
  • IL RA
    APPROVED
    Since 2020-06-26

Branch Locations

One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181 • United States

Disclosures

2 disclosure categories 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lasalle St. Securities, Llc Matteson IL 08/2008 06/2020
Lasalle St. Investment Advisors, Llc Westchester IL 09/2008 06/2020
Parkview Asset Management, Inc. Oakbrook Terrace IL 06/2020 Present
Previous Registrations
Other Businesses

WEALTH PLANNING NETWORK LLC -ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL 60154. TITLE: PRESIDENT, START: 2002, COMPENSATION: $500K+. DUTIES: TRADITIONAL INS PRODUCT RELATED SALES, NOT INVESTMENT RELATED; FIXED INSURANCE; TRUSTEE TO SENIOR PLANNING NETWORK DEF. BEN PLAN & SENIOR PLANNING NETWORK 401K PSP (NAME CHANGE PENDING TO WEALTH PLANNING NETWORK);

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-21
S63 Uniform Securities Agent State Law Examination 1993-03-26
  • S65 Uniform Investment Adviser Law Examination
    1999-12-21
  • S63 Uniform Securities Agent State Law Examination
    1993-03-26

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Oakbrook Terrace, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor