Christina Maria Walasik

Employer firm

Pickwick Wealth Management CRD 333483

$11.4M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 01/2004 → 11/2016
  Goldbloom And Associates
  Skokie, IL
• 11/2016 → 05/2017
  Unemployment
  Deerfield, IL
• 01/2017 → Present
  Pickwick Financial Group
  Deerfield, IL
• 01/2017 → Present
  Walasik Financial Group Llc Dba Pickwick Wealth Management
  Glenview, IL
• 12/2024 → Present
  Walasik Financial Group Llc Dba Pickwick Wealth Management
  Deerfield, IL

Previous Registrations

• 2017-05-08 → 2025-11-20
  Gradient Advisors, Llc
  Glenview, IL
  Arden Hills, MN
  Deerfield, IL

Other Businesses

1. Pickwick Wealth Management, LLC | Investment Related |707 Lake Cook Rd Ste 285 Deerfield IL 60015 | Investment Advisory | Owner | Investment Advisor Representative | 05/20217 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Pickwick Financial Group | Investment Related |707 Lake Cook Rd Ste 285 Deerfield IL 60015 | Insurance and Annuity | Owner | Agent| 03/20217 | 80hrs/mo | 80hrs/mo during trading | Insurance and Annuity Services

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-04

Designations

• Certified Financial Planner

Other Names

• Christina Walasik-Davis
• Tina Maria Walasik