Jeffrey Marciniak is a CFP-designated registered investment advisor, based in Milwaukeev, WI, with 43 years of industry experience.
Location
1233 N. Mayfair Rd, Suite 215, Milwaukeev, WI, 53226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an advisory representative of a Registered Investment Advisor (RIA), spending nearly full-time on this activity. He is also an independent insurance agent for various companies since 1984, dedicating minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Wellington Investment Services CORP.Broker
Wellington Investment Services CORP.Broker
Decade Securities CORP.Broker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.