Jennifer Szeklinski
Jennifer Szeklinski is a registered investment advisor at Rossby Financial, LLC, based in New Berlin, WI, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 804 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rossby Financial offers investment management services for a fee based on the value of your investments. The fee is negotiable, but will not exceed 2.5% annually. The exact fee depends on the size and composition of your portfolio, the services provided, and the representative providing the services. Fees are generally charged quarterly or monthly, in advance or arrears, based on the period-end balance.
Location
15730 W. National Avenue, New Berlin, WI, 53151
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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
Jennifer is an independent insurance agent for various companies, dedicating a few hours per week to this activity. She also operates Red Oak Advisors as a DBA for advisory services under Rossby Financial, LLC, and is a passive investor in Carol Heights Apartments, LLC.
Employment History
Current Registrations
Rossby Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
State Registrations2 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.