Jonathan Dudzinski is a CFA-designated registered investment advisor at The Olympia Group LLC, based in Plymouth, WI, with 11 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Plymouth, WI
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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 Activities
Jonathan is a board member at UW Oshkosh and a finance committee member at Oshkosh Area Community Foundation. He is also a managing member of Lotnix LLC and owner of Bee Bella LLC, both related to beekeeping and bookkeeping.
Employment History
Current Registrations
The Olympia Group LLC
Previous Registrations
LPL Financial LLCBroker
Merit Financial Advisors
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Carl M. Hennig, INC.
Carl M. Hennig, 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.