MJ
MJ

Michael Jankowski

32 Years of Experience
Oakbrook Terrace, IL
3 DisclosuresSells Insurance

Michael Jankowski is a registered investment advisor at Parkview Asset Management, INC., based in Oakbrook Terrace, IL, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 112 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
112 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$160.5M

Fee Structure

Planning is included in investment management (also available separately)

Parkview Asset Management charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.50%. The exact fee depends on the complexity of the services, the amount of assets managed, and your overall relationship with Parkview. Fees are deducted from your account monthly. If Parkview uses independent managers for your account, your overall fees will include Parkview's fee plus the independent manager's fees.

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Location

One Parkview Plaza, Suite 117, Oakbrook Terrace, IL, 60181

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007
Denied
Customer Dispute
July 2000
Closed-No Action
Criminal
September 1987
Final Disposition
Other Business ActivitiesSells Insurance

Michael is the President of Wealth Planning Network LLC since 2002, earning $500K+ annually. His duties include traditional insurance product sales, and he is a trustee to Senior Planning Network's benefit plans.

Employment History
Current Registrations
Parkview Asset Management, INC.
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
September 2008 - June 2020 · 11 yrs 9 mos
Lasalle St Securities, L.L.C.Broker
August 2008 - May 2012 · 3 yrs 9 mos
Jonathan Roberts Advisory Group, INC.
March 2006 - August 2008 · 2 yrs 5 mos
J.W. Cole Financial, INC.Broker
January 2006 - August 2008 · 2 yrs 7 mos
Lasalle St. Investment Advisors, L.L.C.
February 2001 - January 2006 · 4 yrs 11 mos
Lasalle St Securities, L.L.C.Broker
September 1996 - January 2006 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1995 - June 1996 · 8 mos
First of America Brokerage Service, INC.Broker
November 1993 - October 1995 · 1 yr 11 mos
K. W. Chambers & CO.Broker
July 1993 - November 1993 · 4 mos
Prudential Securities IncorporatedBroker
March 1993 - May 1993 · 2 mos
State Registrations2 states
ILTX
Advisor

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.

Exams
No exam information available for this advisor.