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Jeffrey Steven Weglarz

Goldstone Financial Group, LLC

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About Jeffrey Steven Weglarz

Jeffrey Steven Weglarz is a financial professional with over 10 years of experience in the financial services industry. Currently, Jeffrey is a registered representative with Goldstone Financial Group, LLC in Oakbrook Terrace, Illinois. Jeffrey's previous experience includes positions at World Equity Group, Inc. and Northwestern Mutual Investment Services, LLC.

Firm Information

Jeffrey Weglarz is currently registered with Goldstone Financial Group, LLC. Goldstone Financial Group, LLC is an investment advisor headquartered in Oakbrook Terrace, Illinois. They offer financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $817 million in assets and have 13 investment adviser representatives and 9 licensed agents.
Goldstone Financial Group, LLC

18W140 BUTTERFIELD ROAD

OAKBROOK TERRACE, IL 60181

$817.31M

Assets Under Management

Not reported

Total Clients

13

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Jeffrey Weglarz’s Registration & Firm History

IL

09/14/2018 - Present

Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)

IL

06/17/2008 - 05/02/2018

WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)

IL

03/05/2007 - 05/20/2008

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)

IL

10/09/2006 - 11/21/2006

FIRST INVESTORS CORPORATION (LOMBARD IL)

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Licenses & Designations

BOTH

Issued 03/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/23/2010

Series 4 - Registered Options Principal Examination

BC

Issued 11/13/2008

Series 24 - General Securities Principal Examination

BC

Issued 05/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/06/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Steven Weglarz.
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