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LG

Linda M. Grzesik

SUPERIOR FINANCIAL SERVICES,INC.
Rhinelander, WI 54501
Some features on this profile are disabled
CRD#: 1059273
LG

Professional summary

Linda Margaret Grzesik, who also goes by Linda M Grezesik, Linda K Grzesik, Linda Kornack Grzesik, is a registered financial professional currently at SUPERIOR FINANCIAL SERVICES,INC. located in Rhinelander, Wisconsin.

Linda is registered as a RR (Registered Representative) and started their career in finance in 1982. Linda has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Linda M Grezesik | Linda K Grzesik | Linda Kornack Grzesik

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Linda Margaret Grzesik'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

September 11, 2009 - Present

SUPERIOR FINANCIAL SERVICES,INC.

Office #1: 428 Lincoln St Po Box 1127, Rhinelander, WI 54501
BD
CRD#: 104165
Rhinelander, WI
Past

October 29, 2003 - September 11, 2009

PACKERLAND BROKERAGE SERVICES, INC.

RIA
CRD#: 37031
RHINELANDER, WI
Past

October 29, 2003 - September 11, 2009

PACKERLAND BROKERAGE SERVICES, INC.

BD
CRD#: 37031
RHINELANDER, WI
Past

January 8, 2002 - November 14, 2003

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

January 2, 1997 - December 31, 2001

PACKERLAND BROKERAGE SERVICES, INC.

BD
CRD#: 37031
GREEN BAY, WI
Past

January 2, 1996 - January 1, 1997

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

March 17, 1992 - December 31, 1995

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

February 28, 1984 - March 16, 1992

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
EL SEGUNDO, CA
Past

September 27, 1982 - February 27, 1984

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

September 27, 1982 - February 27, 1984

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(1/2/2025)
RR
Ohio
(2/25/2025)
RR
Wisconsin
(9/11/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/7/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/25/1982
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
SUPERIOR FINANCIAL SERVICES,INC.
SUPERIOR FINANCIAL SERVICES, INC. | SUPERIOR FINANCIAL, INC | SUPERIOR FINANCIAL SERVICES,INC.

CRD#: 104165 / SEC#: , 8-52618

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
N168 W21931 Main Street, Jackson, WI 53037
Mailing Address
Po Box 139, Jackson, WI 53037
Phone number
(262) 677-9036
Established
Wisconsin since 04/10/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HAESE, DEBRA ANNVICE PRES/SECRETARY2273663
HAESE, WILLIAM REINHARDTPRES/TREAS/PRINC/FINOP/CCO1549272

Disclosures

Regulatory Event1

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.

Company Information

SUPERIOR FINANCIAL SERVICES,INC.

CRD#: 104165Rhinelander, WI 54501

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