Janet A. Stanzak

FINANCIAL EMPOWERMENT LLC

Burnsville, MN 55337

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CRD#: 1314881

Professional summary

Janet Ann Stanzak, CFP®, who also goes by Janet Ann Reckinger, is a registered financial advisor currently at FINANCIAL EMPOWERMENT LLC located in Burnsville, Minnesota.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Janet has worked at 9 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Biography

Masters of Science in Financial Planning (1998)
	BBA Honors Graduate, University of Wisconsin (1981)
	Certified Financial Planner (1986)
	National 2014 President, Financial Planning Association
	2010, 2011, 2013, 2014, 2015, 2016, 2017, 2018 Five Star Wealth Manager - Mpls. St. Paul Magazine and Twin Cities Business
	National Board of Directors, Financial Planning Association (FPA) (2010 - 2015)
	Advisory Council, MN State - Mankato CFP Review (2005 - 2011)
	Chair, FPA Leadership Advisory Group (2009); Chair, FPA of MN Chapter (2006)
	Bloomberg's Top Wealth Manager (2001 and 2002)
	Featured contributor, Wall Street Journal, Minnesota Business Magazine, CNBC digital, Financial Planning Magazine, Jill on Money
	Featured tax planning guest, WCCO-TV
	Chanhassen Rotary
	Financial Literacy Teacher for high schools and adults

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Investment Planning

Tax Planning

Do you have an area of expertise or specialization?

Business Owners

Estate & Generational Planning...

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Tax Planning

Women's Financial Planning Iss...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Janet Ann Reckinger

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) - RIA

Click below to view Janet Ann Stanzak's 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®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

May 16, 2011 - Present

FINANCIAL EMPOWERMENT LLC

Office #1: 11995 County Road 11, #130, Burnsville, MN 55337

RIA

CRD#: 131425

Burnsville, MN

Past

June 1, 1999 - June 24, 1999

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

June 1, 1999 - June 24, 1999

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

March 22, 1991 - June 3, 1997

CAPITAL MANAGEMENT SECURITIES, INC.

CRD#: 10579

MINNEAPOLIS, MN

Past

March 31, 1989 - March 27, 1991

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

January 6, 1988 - March 31, 1989

LOWRY FINANCIAL SERVICES CORPORATION

CRD#: 7291

Past

February 17, 1987 - February 3, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

October 26, 1984 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

CRD#: 6320

Past

October 26, 1984 - March 3, 1987

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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

Minnesota
(1/29/2014)

IAR

Texas
(5/16/2011)

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

Series 63

Date: 12/17/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/19/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/3/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/3/1990

General Securities Principal Examination

Current Firm

FINANCIAL EMPOWERMENT LLC

CRD#: 131425 / SEC#:

Minnesota

Registered Investment Advisory firm - (4/28/2004 Approved)

Texas

Registered Investment Advisory firm - (5/12/2011 Conditional Restricted)

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Contact information

Main Address

11995 County Road 11, #130, Burnsville, MN 55337

Mailing Address

Phone number

(952) 646-0026

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	93
AUM (Assets Under Management)	$ 104,306,300

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

Janet A. Stanzak

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Ann Stanzak's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

CAPITAL MANAGEMENT SECURITIES, INC.

MUTUAL SERVICE CORPORATION

LOWRY FINANCIAL SERVICES CORPORATION

INTEGRATED RESOURCES EQUITY CORPORATION

AMERICAN EXPRESS FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/17/1984

Series 7

Date: 4/19/1986

Series 22

Date: 1/3/1985

Series 6

Date: 10/25/1984

Series 24

Date: 5/3/1990

Current Firm

FINANCIAL EMPOWERMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL EMPOWERMENT LLC

TRUST BUT VERIFY

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