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Theodore Augustyniak

Creative Resources Investment Advisors LLC
20 Years of Experience
Oakbrook Terrace, IL
2 DisclosuresSells Insurance
View SEC Summary
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Theodore Augustyniak is a registered investment advisor at Creative Resources Investment Advisors LLC, based in Oakbrook Terrace, IL, with 20 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 85 clients with $17M in assets under management.

Creative Resources Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
85 clients
Average Client Portfolio
$197K average
Assets Under Management
$16.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.50%
$5M+0.50%

Fees for accounts over $5 million are negotiable. Household accounts may be aggregated to reach lower fee tiers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18W 140 Butterfield Road, Suite 1500, Oakbrook Terrace, IL, 60181

Get directions

History

Regulatory History (2)
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
August 2015
Final
Regulatory
June 2009
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Theodore is an insurance agent with Farmers Insurance Group through Augustyniak Insurance Agency, selling various insurance products nearly full-time. He also works as a consultant for merchant funding with Legend Advance Funding, dedicating minimal time to this activity.

Employment History
Current Registrations
Creative Resources Investment Advisors LLC
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Legend Securities, INC.Broker
March 2015 - March 2016 · 1 yr
Newport Coast Asset Management, INC.
October 2014 - March 2016 · 1 yr 5 mos
Newport Coast Asset Management
September 2013 - March 2016 · 2 yrs 6 mos
Newport Coast Securities, INC.Broker
August 2013 - February 2015 · 1 yr 6 mos
Ariston Wealth Management, L.P.
April 2012 - September 2013 · 1 yr 5 mos
Ariston Wealth Management, LP
December 2011 - April 2012 · 4 mos
Meyers Associates, L.P.Broker
December 2011 - September 2013 · 1 yr 9 mos
Anderson & Strudwick, IncorporatedBroker
July 2010 - December 2011 · 1 yr 5 mos
Anderson & Strudwick, Incorporated
July 2010 - December 2011 · 1 yr 5 mos
Jesup & Lamont Advisors
April 2010 - July 2010 · 3 mos
Jesup & Lamont Securities CORPBroker
July 2009 - July 2010 · 1 yr
Jesup & Lamont Securities CORP.
July 2009 - July 2010 · 1 yr
Brewer Investment Advisers, LLC
May 2009 - June 2009 · 1 mo
Brewer Financial Services, LLCBroker
May 2009 - June 2009 · 1 mo
Interocean Wealth Management LLC
October 2007 - October 2009 · 2 yrs
Interocean Securities LLCBroker
August 2007 - April 2009 · 1 yr 8 mos
National Securities CorporationBroker
April 2006 - September 2007 · 1 yr 5 mos
State Registrations6 states
FLILMANHRITX
Advisor

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.
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