Lawrence Strzelecki
Lawrence Strzelecki is a CFP-designated registered investment advisor at Assured Advisory Group, LLC, based in East Dundee, IL, with 22 years of industry experience. Lawrence 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, and 1 more. Their firm serves 98 clients with $87M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Assured Advisory Group's main service is managing investments for a fee, based on a percentage of your portfolio's value. The exact percentage is negotiated and can vary depending on factors like your potential earnings, how much you invest, and the complexity of your account. The annual management fee will not exceed 2.00%. Fees are automatically deducted from your account each quarter.
Location
1141 East Main Street, Suite 215, East Dundee, IL, 60118-2440
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
Lawrence is a partner (in name only) at Assured Concepts Group, an investment advisor representative at Assured Advisory Group (dedicating nearly full-time hours), and an agent selling fixed/traditional insurance products through two entities. He is also an IAR with Purshe Kaplin Sterling Investments.
Employment History
Current Registrations
Assured Advisory Group, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
National Asset Management, INC.
National Securities CorporationBroker
Fsic
FsicBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations1 state
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.