Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gruszka is a financial advisor with Wealth Management Group, LLC. He provides investment advisory services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. Thomas Gruszka also offers financial planning services. He has been in the financial services industry since 2000. Thomas Gruszka is a Certified Financial Planner. He is registered with the state of Illinois. Thomas Gruszka is also registered with the Financial Industry Regulatory Authority (FINRA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IL
05/03/2022 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
09/26/2014 - 03/02/2018
SIGMA FINANCIAL CORPORATION (Palatine IL)
IL
12/17/2013 - 10/03/2014
LPL FINANCIAL LLC (PALATINE IL)
IL
10/05/2009 - 12/13/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (ROLLING MEADOWS IL)
IL
11/06/2007 - 10/20/2009
CHARLES SCHWAB & CO., INC. (WINNETKA IL)
IL
05/17/2007 - 10/11/2007
IFMG SECURITIES, INC. (CHICAGO IL)
IL
06/16/2004 - 05/18/2007
LASALLE FINANCIAL SERVICES, INC. (MT. PROSPECT IL)
IL
05/26/2004 - 06/18/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/16/2001 - 05/25/2004
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
NJ
04/07/2000 - 02/16/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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