Unclaimed Profile

Andrew J. Wykretowicz

MONERE WEALTH MANAGEMENT, INC.·SCHAUMBURG, Illinois

SIE, Series 4, Series 7, Series 14, Series 24, Series 63, Series 65, Series 79TOClean record18 years registeredMONERE 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. · 18 years registered

Brand Profile

Not yet started

Career History

MONERE WEALTH MANAGEMENT, INC.

Jan 2015 – present

DAVID A. NOYES & COMPANY

Nov 2007 – Jun 2014

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · November 9, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONERE WEALTH MANAGEMENT, INC.

CRD 173076 · SEC 801-117039

AUM

$235M

Regulatory assets under management

Employees

571 client accounts

Services offered by MONERE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONERE WEALTH MANAGEMENT, INC. →

Introduction

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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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