MG
MG

Marty Grzynkowicz

37 Years of Experience
1 DisclosureBrokerSells Insurance

Marty Grzynkowicz is a registered investment advisor at Acrylic Financial, INC., based in Roselle, IL, with 37 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
317 clients
Average Client Portfolio
$232K average
Assets Under Management
$73.5M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.80%
$250K - $1000K1.75%
$1M+1.65%

Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

57 E. Hattendorf Ave, Suite160, Roselle, IL, 60172

Get directions

History

Regulatory History (1)
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Customer Dispute
January 2006
Settled
Other Business ActivitiesSells Insurance

Marty is a Registered Representative of Brooklight Place Securities and President of Cornerstone Financial Group, an insurance brokerage. He is also an Agency Principal at Cornerstone Financial Group, focusing on general insurance sales and oversight, dedicating minimal time to this role.

Employment History
Current Registrations
Acrylic Financial, INC.
January 2020 - Present · 6 yrs 3 mos
Brooklight Place Securities, INC.Broker
September 2010 - Present · 15 yrs 7 mos
Previous Registrations
Interactive Financial Advisors
May 2017 - October 2019 · 2 yrs 5 mos
Woodbury Financial Services, INC.Broker
March 1999 - September 2010 · 11 yrs 6 mos
Pruco Securities CorporationBroker
November 1988 - February 1999 · 10 yrs 3 mos
The Prudential Insurance Company of AmericaBroker
November 1988 - December 1993 · 5 yrs 1 mo
State Registrations4 states
AZFLILTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marty Grzynkowicz - Financial Advisor | TrueAdvisor