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Geraldine Ann Janiczek

SRS Capital Advisors, LLC

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About Geraldine Ann Janiczek

Geraldine Ann Janiczek is an Investment Advisor Representative at SRS Capital Advisors, LLC in Denver, Colorado. Geraldine has been in the industry since 1995 and has a Series 7 license. Geraldine is a Chartered Financial Consultant. Geraldine provides financial planning services to individuals and businesses, as well as portfolio management for individuals. Geraldine has a significant amount of experience in working with charitable organizations and pension and profit-sharing plans.

Firm Information

Geraldine Janiczek is currently registered with SRS Capital Advisors, LLC. SRS Capital Advisors, LLC is an investment advisor with a main office in Denver, CO. The firm has 25 licensed agents and 38 investment adviser representatives. SRS Capital Advisors, LLC manages approximately $2.81 billion in assets and provides advisory services to a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management for individuals, and publication of periodicals, among other services.
SRS Capital Advisors, LLC

730 17TH STREET

DENVER, CO 80202

$2.81B

Assets Under Management

Not reported

Total Clients

17

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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seminars

Seminars

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Geraldine Janiczek’s Registration & Firm History

CO

04/17/2020 - Present

SRS Capital Advisors, LLC (DENVER CO)

MA

06/23/1995 - 12/31/1996

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 06/22/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geraldine Ann Janiczek.
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