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Stephen James Dzurec

Strategic Investment Solutions, Inc.

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About Stephen James Dzurec

Stephen Dzurec is an investment advisor representative with Strategic Investment Solutions, Inc. Stephen Dzurec has 19 years of experience in the financial services industry. Stephen Dzurec is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Stephen Dzurec is also registered with the state of Ohio as an investment advisor representative. Stephen Dzurec's firm, Strategic Investment Solutions, Inc., is based in Orland Park, IL. The firm offers investment advisory services to individuals. The firm has 3,910 clients and manages $910 million in assets. Stephen Dzurec's areas of specialization include 401k plans and high net worth individuals.

Firm Information

Stephen Dzurec is currently registered with Strategic Investment Solutions, Inc.. Strategic Investment Solutions, Inc. is an investment advisor based in ORLAND PARK, IL. The firm manages approximately $910,000,000 in regulatory assets under management for 3,910 clients. They offer portfolio management services for individuals and have 12 investment adviser representatives. They also have experience working with clients in 401K plans, high-net-worth individuals, and individuals other than high-net-worth.
Strategic Investment Solutions, Inc.

9501 W 144TH PLACE

ORLAND PARK, IL 60462-2562

$910.00M

Assets Under Management

Not reported

Total Clients

10

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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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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Stephen Dzurec’s Registration & Firm History

IL

06/10/2021 - Present

Strategic Investment Solutions, Inc. (ORLAND PARK IL)

OH

03/05/2012 - 06/04/2021

CETERA ADVISOR NETWORKS LLC (AVON OH)

OH

03/19/2010 - 03/07/2012

ROYAL ALLIANCE ASSOCIATES, INC. (AVON OH)

OH

01/02/2004 - 03/01/2010

AMTRUST INVESTMENT SERVICES, INC. (RICHMOND HEIGHTS OH)

MN

04/18/2002 - 05/09/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/18/2002 - 05/09/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 03/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen James Dzurec.
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