Justin R Cherwinski

Employer firm

Asset Allocation Strategies, LLC CRD 152339

$1.02B regulatory AUM

Reported services (Item 5G)

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

• 08/2015 → 07/2017
  Huntington National Bank
  Traverse City, MI
• 10/2015 → 07/2017
  The Huntington Investment Company
  Columbus, OH
• 12/2017 → Present
  Glp Investment Services, Llc
  Farmington, MI
• 07/2017 → Present
  Glp & Associates
  Farmington, MI
• 01/2023 → Present
  Asset Allocation Strategies, Llc
  Farmington, MI

Other Businesses

(1) GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT | START DATE: JULY 2017 | APX 80 HRS/MO., 70 HRS DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS. (2) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | LOCATION: FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR | START DATE: 01/30/2023 | APX 40 HRS/MO., 35 HRS DURING TRADING HOURS | DUTIES: SOLICIT, SERVICE, AND ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (3) ST. MARY'S CATHEDRAL SCHOOLS | NOT INVESTMENT RELATED | GAYLORD, MI | NATURE: ATHLETICS | POSITION: HEAD JV FOOTBALL COACH & VARSITY OFFENSIVE COORDINATOR | START DATE: 08/2024 VOLUNTEER, 2026 PAID | APX. HOURS/MO: 40, 0 DURING TRADING HOURS | DUTIES: SCHEDULING AND ORGANIZING PRACTICES, INTERACTING WITH PARENTS AND STUDENTS REGARDING SCHEDULING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-28
• S63 Uniform Securities Agent State Law Examination
  2013-11-21

Other Names

• Justin Robert Cherwinski