RM
RM

Richard Maciejewski

28 Years of Experience
Woodridge, IL
Broker

Richard Maciejewski is a registered investment advisor at Allstate Financial Advisors, LLC, based in Woodridge, IL, with 28 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.

Compensation
N/A
Firm Size
336 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.

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Location

7440 S Woodward Ave Ste H, Woodridge, IL, 60517-2657

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Allstate Financial Advisors, LLC
May 2015 - Present · 11 yrs
Allstate Financial Services, LLCBroker
June 2014 - Present · 11 yrs 11 mos
Previous Registrations
Farmers Financial Solutions, LLCBroker
February 2005 - June 2014 · 9 yrs 4 mos
Van Kampen Funds INC.Broker
May 1999 - January 2005 · 5 yrs 8 mos
Signator Investors, INC.Broker
October 1997 - June 1999 · 1 yr 8 mos
State Registrations4 states
AZCAILWI
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.
Richard Maciejewski - Financial Advisor | TrueAdvisor