Amanda Czosek (CRD# 6427650) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Elgin, IL and has over 8 years of experience in the finance industry.
CRD# 5709744
Kestra Advisory Services, LLC
CRD# 2270384
Transamerica Financial Advisors, Inc.
CRD# 4211683
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Wealth Advisory Group | Elgin, IL | Sep 2022 - Current | 1 |
| Ae Wealth Management, LLC | Topeka, KS | Nov 2016 - Current | 7 |
| Jager Financial Services | Elgin, IL | Oct 2015 - Current | 8 |
| Guardian Wealth Advisory Group | Elgin, IL | May 2014 - Current | 10 |
| Harvest Investment Services, LLC | Elgin, IL | Jun 2016 - Nov 2016 | < 1 |
| Trifound | Kalamazoo, MI | Oct 2011 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- IL
- TX
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Total Assets Under Management27,083MILLIONS
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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