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Edward Lewandowski

Sammons Financial Network, LLC

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About Edward Lewandowski

Edward Lewandowski has been in the financial industry since April 1998. Edward currently is registered with Sammons Financial Network, LLC, located in West Des Moines, IA. Edward is licensed to sell securities in the following states: Iowa and Arizona. Edward has been a registered representative since 1992 and holds the following FINRA registrations: Series 63, 65 and Series 7. Edward has also passed the SIE Exam. Edward has previously worked for EI Capital Distributors, LLC, FS Investment Solutions, LLC, Invesco Distributors, Inc., Credit Suisse Asset Management Securities, Inc., Putnam Retail Management Limited Partnership and Putnam Mutual Funds Corp.

Firm Information

Edward Lewandowski is currently registered with Sammons Financial Network, LLC. Sammons Financial Network, LLC is a Limited Liability Company formed in June 2011. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

155

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Edward Lewandowski’s Registration & Firm History

IA

09/06/2023 - Present

Sammons Financial Network, LLC (WEST DES MOINES IA)

AZ

04/02/2019 - 01/06/2020

EI CAPITAL DISTRIBUTORS, LLC (SCOTTSDALE AZ)

PA

04/29/2014 - 03/09/2018

FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)

TX

02/16/2012 - 04/10/2014

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

NY

02/23/2005 - 08/01/2011

CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)

MA

10/25/2000 - 04/19/2004

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

05/24/1993 - 04/18/2000

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

CA

08/03/1992 - 06/05/1993

BARABAN SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 04/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Lewandowski.
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