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Joseph John Ziomek

LAGUNA FINANCIAL GROUP, INC.·LAGUNA BEACH, California
Clean recordLAGUNA FINANCIAL GROUP, INC.
332 FOREST AVE STE 18, LAGUNA BEACH, CA 92651CRD# 4318554Firm CRD# 151691

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph John Ziomek · LAGUNA BEACH, CA
Registration
CRD #4318554 · LAGUNA FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph John Ziomek is a registered financial advisor based in LAGUNA BEACH, California, affiliated with LAGUNA FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LAGUNA FINANCIAL GROUP, INC.
LAGUNA FINANCIAL GROUP, INC.
AUM
$66M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LAGUNA FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 4318554
Firm CRD# 151691
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph John Ziomek offer?
Joseph John Ziomek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAGUNA BEACH, California for a consultation.
What are Joseph John Ziomek's credentials?
Joseph John Ziomek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph John Ziomek located?
Joseph John Ziomek is based in LAGUNA BEACH, California, working with LAGUNA FINANCIAL GROUP, INC.. Their office serves clients in the LAGUNA BEACH metropolitan area and surrounding communities.
How does Joseph John Ziomek charge for services?
Joseph John Ziomek's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LAGUNA FINANCIAL GROUP, INC.?
LAGUNA FINANCIAL GROUP, INC. has approximately 1 employees and manages $66M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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