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Stanley Zurawski

32 Years of Experience
Brookfield, WI
3 DisclosuresBrokerSells Insurance

Stanley Zurawski is a registered investment advisor, based in Brookfield, WI, with 32 years of industry experience.

Location

2525 N 124th St., Ste 102, Brookfield, WI, 53005

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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.
Regulatory
October 2018
Final
Customer Dispute
May 2003
Settled
Customer Dispute
January 2003
Settled
Other Business ActivitiesSells Insurance

Stanley is an independent insurance agent for various companies since 2012, dedicating a few hours per week to this activity. He is also the President/Financial Professional at American Financial Services Inc since 1990, providing tax return services, which takes nearly full-time. Stanley is also an advisory representative of a RIA.

Employment History
Current Registrations
Cambridge Investment Research, INC.
September 2017 - Present · 8 yrs 8 mos
Cambridge Investment Research Advisors, INC.
September 2017 - Present · 8 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Annex Wealth Management, LLC
February 2009 - July 2009 · 5 mos
Sii Investments, INC.
February 2008 - September 2017 · 9 yrs 7 mos
Sii Investments, INC.Broker
January 2005 - September 2017 · 12 yrs 8 mos
Harbour Investments, INC.Broker
November 1997 - January 2005 · 7 yrs 2 mos
Sii Investments, INC.Broker
June 1996 - October 1997 · 1 yr 4 mos
Lincoln Financial Advisors CorporationBroker
July 1995 - June 1996 · 11 mos
The Lincoln National Life Insurance CompanyBroker
July 1995 - June 1996 · 11 mos
Pruco Securities CorporationBroker
July 1993 - August 1995 · 2 yrs 1 mo
State Registrations16 states
AKAZCACOFLGAILINMIMNNVOHORSCTXWI
AdvisorBrokerBoth

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.
Stanley Zurawski - Financial Advisor | TrueAdvisor