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Walter Russell Grzywinski

OAK Brook Advisors Ltd.

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About Walter Russell Grzywinski

Walter Russell Grzywinski is a registered investment advisor representative at Oak Brook Advisors Ltd. Walter has been in the industry since 1983 and holds Series 7, 24, 63, and 65 licenses. Walter has worked at Integrated Resources Equity Corporation and Royal Alliance Associates, Inc. in the past. Walter is also a licensed insurance agent, specializing in Life, Disability, Long Term Care, and Fixed Annuity Products. The advisor has a background in providing financial planning and selection of other advisors. Walter's current firm has 31 clients, of which 1 is high net worth individuals, 1 is a pension and profit-sharing plan, and 1 is a corporation. They manage $18,394,223 in assets.

Firm Information

Walter Grzywinski is currently registered with OAK Brook Advisors Ltd.. OAK Brook Advisors Ltd. is an investment advisor with 1 licensed agent, 2 investment advisor representatives, and 2 investment advisory functions. The firm manages approximately $18,394,223 in regulatory assets under management, primarily for individuals, pension and profit-sharing plans, and corporations or other businesses. They offer financial planning, selection of other advisors, and portfolio management services for individuals.

$18.39M

Assets Under Management

31

Total Clients

2

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.

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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Walter Grzywinski’s Registration & Firm History

FL

09/13/2004 - Present

OAK Brook Advisors Ltd. (Sarasota FL)

NC

11/19/1989 - 05/04/2011

ROYAL ALLIANCE ASSOCIATES, INC. (CHARLOTTE NC)

NA

01/19/1987 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

07/21/1983 - 02/02/1987

CAPITAL ANALYSTS, INCORPORATED

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Licenses & Designations

IA

Issued 03/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/1992

Series 24 - General Securities Principal Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Walter Russell Grzywinski.
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