EJ
CFP
EJ
CFP

Edwin a Janeczek

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
779 clients
Average Client Portfolio
$735K average
Assets Under Management
$572.6M

Fee Structure

Minimum Investment:$250K
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Location

423 South Cascade Avenue, Colorado Springs, CO, 80903

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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
Altus Wealth Group, LLC
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Zacks Investment Management, INC.
August 2018 - February 2024 · 5 yrs 6 mos
Lbmz Securities, INC.Broker
April 2018 - January 2024 · 5 yrs 9 mos
Provasi Capital Partners LPBroker
September 2017 - April 2018 · 7 mos
T. Rowe Price Investment Services, INC.Broker
October 2016 - September 2017 · 11 mos
Fs2 Capital Partners, LLCBroker
March 2012 - May 2016 · 4 yrs 2 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Edwin A Janeczek - Financial Advisor | TrueAdvisor