CRD: 125218
Financial Solutions Advisory Group
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2003
- Office Locations
- 1
Office Locations
About Financial Solutions Advisory Group
Financial Solutions Advisory Group is a Chicago-based RIA providing financial planning and wealth management, building risk-aware portfolios aimed at client return targets with minimal risk. The firm supports retail and institutional relationships and commonly uses ETFs, mutual funds, and fixed income solutions, with custody at Charles Schwab. Featured in an AdvisoryHQ list of top Chicago advisors.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOT A JURCZYK
Co-founder, Principal
- CRD
- #2733277
- Ownership
- 25% but less than 50%
SCOTT JAMES MUNKVOLD
Co-founder, Principal
- CRD
- #4631867
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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MARIE MILES BECKMAN MS.
Certified Financial Planner
- CRD
- #4049931
DOUGLAS WAYNE BENNINGTON
Partner
- CRD
- #2722404
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $900,000,000 | $2,571,429 |
| Non-Discretionary | $35,000,000 | $3,500,000 |
| Total | $935,000,000 | $2,597,222 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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