Walter L. Burzynski

AE WEALTH MANAGEMENT

Troy, MI 48098

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CRD#: 1035859

Professional summary

Walter Louis Burzynski JR, who also goes by Wally Burzynski, Walter Louis Burzynski, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Troy, Michigan.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Walter has worked at 14 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wally Burzynski | Walter Louis Burzynski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Burzynski Group Retirement Solutions, INC; YES INVESTMENT RELATED; 880 West Long Lake Road Suite 520, Troy, MI; INSURANCE SALES; FOUNDER & WEALTH ADVISOR; START DATE 02/2006; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Louis Burzynski JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 17, 2018 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 880 West Long Lake Road Suite 520, Troy, MI 48098

RIA

CRD#: 282580

Troy, MI

Past

July 23, 2013 - August 17, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

TROY, MI

Past

February 20, 2004 - October 20, 2006

QUESTAR CAPITAL CORPORATION

CRD#: 43100

TROY, MI

Past

June 18, 2002 - February 24, 2004

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 4, 2001 - July 12, 2002

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

March 17, 1998 - December 31, 2000

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

January 7, 1998 - March 12, 1998

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

November 29, 1996 - January 1, 1998

EQUITAS AMERICA, LLC

CRD#: 39806

FARMINGTON HILLS, MI

Past

December 14, 1992 - November 29, 1996

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

April 14, 1992 - November 25, 1992

NORTH AMERICAN FINANCIAL GROUP, INC.

CRD#: 22273

WARREN, MI

Past

November 21, 1988 - April 21, 1992

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

June 6, 1988 - November 11, 1988

QUESTOR FINANCIAL SERVICES

CRD#: 17934

Past

March 25, 1982 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

March 25, 1982 - June 3, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Past

March 25, 1982 - June 22, 1988

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(8/17/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/15/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/27/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/18/1982

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA

Registered Investment Advisory firm - (2/17/2016 Approved)

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Contact information

Main Address

2950 Sw Mcclure Road Suite B, Topeka, KS 66614

Mailing Address

Phone number

(866) 363-9595

Established

Firm type

Fiscal year end

# of Employees

602

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)

FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts	111,059
AUM (Assets Under Management)	$ 37,525,706,084

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Walter L. Burzynski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Louis Burzynski JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

QUESTAR CAPITAL CORPORATION

RAYMOND JAMES FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

SIGMA FINANCIAL CORPORATION

VESTAX SECURITIES CORPORATION

EQUITAS AMERICA, LLC

MARINER FINANCIAL SERVICES, INC.

NORTH AMERICAN FINANCIAL GROUP, INC.

MARINER FINANCIAL SERVICES, INC.

QUESTOR FINANCIAL SERVICES

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

Primary Firm SEC Registration

AE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2013

Series 63

Date: 3/22/1982

Series 7

Date: 3/15/1986

Series 22

Date: 1/27/1984

Series 6

Date: 3/18/1982

Current Firm

AE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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