AW
CFP
AW
CFP

Alexander Daniel Wolodkiewicz

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

1195 Meadowbridge Drive, Suite B, Beavercreek, OH, 45434

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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 ActivitiesSells Insurance

Alexander is an agent at Pinnacle Financial Associates, selling financial services, life insurance, annuities, disability income, and long-term care insurance since 2016. This activity takes nearly all of Alexander's time.

Employment History
Current Registrations
Esi Financial Advisors
July 2016 - Present · 9 yrs 7 mos
Equity Services, INC.Broker
July 2016 - Present · 9 yrs 7 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
September 2015 - July 2016 · 10 mos
State Registrations19 states
ARCAFLGAILINKYMDMIMONCNDNYOHSCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.