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Andrew J. Wykretowicz

MONERE WEALTH MANAGEMENT, INC.·SCHAUMBURG, Illinois
Clean recordMONERE WEALTH MANAGEMENT, INC.
20 N. MARTINGALE ROAD, SCHAUMBURG, IL 60173CRD# 2839006Firm CRD# 173076

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew J. Wykretowicz · SCHAUMBURG, IL
Registration
CRD #2839006 · MONERE WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew J. Wykretowicz is a registered financial advisor based in SCHAUMBURG, Illinois, affiliated with MONERE WEALTH MANAGEMENT, 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
MONERE WEALTH MANAGEMENT, INC.
MONERE WEALTH MANAGEMENT, INC.
AUM
$235M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MONERE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2839006
Firm CRD# 173076
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew J. Wykretowicz offer?
Andrew J. Wykretowicz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCHAUMBURG, Illinois for a consultation.
What are Andrew J. Wykretowicz's credentials?
Andrew J. Wykretowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew J. Wykretowicz located?
Andrew J. Wykretowicz is based in SCHAUMBURG, Illinois, working with MONERE WEALTH MANAGEMENT, INC.. Their office serves clients in the SCHAUMBURG metropolitan area and surrounding communities.
How does Andrew J. Wykretowicz charge for services?
Andrew J. Wykretowicz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONERE WEALTH MANAGEMENT, INC.?
MONERE WEALTH MANAGEMENT, INC. has approximately 10 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONERE WEALTH MANAGEMENT, INC.

Thomas Allen Bono
SCHAUMBURG, IL
Anthony Falco
SCHAUMBURG, IL
Arthur Farrell Harmon
SCHAUMBURG, IL
John George Bouckaert
SCHAUMBURG, IL

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