IZ
CFP
IZ
CFP

Irene Zurowski

13 Years of Experience
Cuyahoga Falls, OH
BrokerSells Insurance

Irene Zurowski is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cuyahoga Falls, OH, with 13 years of industry experience. Irene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2006 4th St, Cuyahoga Falls, OH, 44221

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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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Other Business ActivitiesSells Insurance

Irene operates under the DBA Impel Wealth Management, providing financial services, dedicating full-time hours to this endeavor. She also works as an insurance agent selling fixed insurance products, spending minimal time on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
January 2022 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
March 2022 - March 2024 · 2 yrs
W3 Wealth Advisors, LLC
March 2019 - January 2022 · 2 yrs 10 mos
Valmark Advisers, INC.
April 2018 - December 2021 · 3 yrs 8 mos
Valmark Securities, INC.Broker
April 2018 - December 2021 · 3 yrs 8 mos
Principal Securities, INC.Broker
May 2014 - February 2018 · 3 yrs 9 mos
Pruco Securities, LLC.Broker
September 2012 - March 2013 · 6 mos
MML Investors Services, LLC
April 2012 - May 2012 · 1 mo
MML Investors Services, LLCBroker
July 2011 - May 2012 · 10 mos
Princor Financial Services CorporationBroker
September 2010 - May 2011 · 8 mos
State Registrations6 states
CADCFLNHOHSC
AdvisorBrokerBoth

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.