AV
CFP
AV
CFP

Agnieszka Valenta

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
125 advisors
Number of Clients
24,350 clients
Average Client Portfolio
$144K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$25K
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Location

30 Tower Lane, Suite 450, Avon, CT, 06001

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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

Agnieszka sells fixed and health insurance through Scranton Financial Group, dedicating about 10% of her time to this. She also spends nearly full-time as a Client Acquisition Advisor for Scranton Financial Group, recruiting clients for investment advisory and fixed insurance services, and markets fixed insurance and investment advisory services through The Retirement Income Source DBA and Scranton Financial Group, LLC DBA Retirement Income Source SFG, though these marketing activities do not consume any business hours.

Employment History
Current Registrations
Sound Income Strategies, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan Stanley
November 2019 - March 2022 · 2 yrs 4 mos
Morgan StanleyBroker
September 2019 - March 2022 · 2 yrs 6 mos
State Registrations2 states
CTMA
Advisor
Exams
No exam information available for this advisor.