Cheryl Grochowski is a CFP-designated registered investment advisor, based in Star Prairie, WI, with 24 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Star Prairie, WI
Get directionsHistory
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
Cheryl owns Cheryl Grochowski, Inc. to facilitate securities, advisory, and insurance business, dedicating nearly full-time hours to it. She also engages in fixed insurance sales and tax preparation, each taking about 10% of her time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment Services, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
State Registrations7 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.