Unclaimed Profile

Jeffrey Steven Weglarz

GOLDSTONE FINANCIAL GROUP, LLC·OAKBROOK TERRACE, Illinois

GOLDSTONE FINANCIAL GROUP, LLC

18W140 BUTTERFIELD ROAD, OAKBROOK TERRACE, IL 60181CRD# 5228771Firm CRD# 222520

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Steven Weglarz · OAKBROOK TERRACE, IL

Registration

CRD #5228771 · GOLDSTONE FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Steven Weglarz is a registered financial advisor based in OAKBROOK TERRACE, Illinois, affiliated with GOLDSTONE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GOLDSTONE FINANCIAL GROUP, LLC

AUM

$755M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GOLDSTONE FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5228771

Firm CRD# 222520

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Steven Weglarz offer?

Jeffrey Steven Weglarz specializes in Financial Planning, Investment Management. Contact their office in OAKBROOK TERRACE, Illinois for a consultation.

What are Jeffrey Steven Weglarz's credentials?

Jeffrey Steven Weglarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Steven Weglarz located?

Jeffrey Steven Weglarz is based in OAKBROOK TERRACE, Illinois, working with GOLDSTONE FINANCIAL GROUP, LLC. Their office serves clients in the OAKBROOK TERRACE metropolitan area and surrounding communities.

How does Jeffrey Steven Weglarz charge for services?

Jeffrey Steven Weglarz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOLDSTONE FINANCIAL GROUP, LLC?

GOLDSTONE FINANCIAL GROUP, LLC has approximately 12 employees and manages $755M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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