AK
AK

Andrew J Krajewski

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
243 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$379.3M

Fee Structure

Minimum Annual Fee:$5,000
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Location

111 West Wesley Street, Suite 1, Wheaton, IL, 60187

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a manager for Grace Wins E.T., a management company overseeing Wilderness Falls, a family entertainment facility. He dedicates minimal time per month to this business during the months of April through October.

Employment History
Current Registrations
Edge Financial Advisors, LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Arbor Financial Services, LLC
March 2016 - April 2024 · 8 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Andrew J Krajewski - Financial Advisor | TrueAdvisor