FC
Francis Cherniawski
WEALTH MANAGEMENT INSTITUTE
LANSING, MI 48917
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CRD#: 1424910
FC
Professional summary
Francis Cherniawski, CFP®, who also goes by Frank Cherniawski, Francis Cherniawski-cfp, is a registered financial advisor currently at WEALTH MANAGEMENT INSTITUTE, INC. located in Lansing, Michigan and MADISON AVENUE SECURITIES, LLC located in Lansing, Michigan.
Francis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Francis has worked at 7 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Frank Cherniawski | Francis Cherniawski-Cfp
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.
V. PRESIDENT OF POHL AND ASSOCIATES, INC; SELLS VARIOUS TYPES OF INSURANCE AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. Start date 12/1989. WEALTH MANAGEMENT INSTITUTE -REGISTERED INVESTMENT ADVISORY CORP 100% OWNERSHIP. Start date 7/1995. GLOBAL FINANCIAL OPPORTUNITIES CORP-INSURANCE AND FINANCIAL SERVICES AGENCY/ OWNER 7HRS/WK; SELLS VARIOUS TYPES OF INSURANCE AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES. Start date 3/2000. ADVISERS EXCEL (INVESTMENT RELATED) LIFE INSURANCE, DISABILITY, LONG TERM CARE INSURANCE, FIXED ANNUITIES; LICENSED INSURANCE AGENT;SALES ONLY; START DATE:09/2017; NAME:FRANK CHERNIAWSKI INSURANCE SERVICES; INV RELATED:INSURANCE RELATED; ADDRESS:4710 WEST SAGINAW HWY, SUITE A, LANSING, MI 48917; NATURE:LIFE INSURANCE, DISABILITY INSURANCE, HEALTH AND INDEMNITY INSURANCE, FIXED AND FIXED INDEX ANNUITY PRODUCT SALES; POSITION:AGENT; START DATE:1/1/2017; HOURS/MONTH:3; TRADING HOURS/MONTH:9; DUTIES:INSURANCE PRODUCT SALES
CRS (Client Relationship Summary) - RIA
Click below to view Francis Cherniawski's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Francis Cherniawski'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®
Start date: 1991
Experience
Current
June 23, 2004 - Present
WEALTH MANAGEMENT INSTITUTE, INC.
Office #1: 4710 W. Saginaw, Suite B, Lansing, MI 48917RIA
CRD#: 122892
LANSING, MI
Current
December 23, 2021 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 4710 West Saginaw Hwy Suite A, Lansing, MI 48917RIA
BD
CRD#: 23224
Lansing, MI
Current
January 3, 2012 - Present
MADISON AVENUE SECURITIES, LLC
Office #1: 4710 West Saginaw Hwy Suite A, Lansing, MI 48917RIA
BD
CRD#: 23224
Lansing, MI
Past
January 10, 2012 - March 4, 2021
MADISON AVENUE SECURITIES, LLC
RIA
CRD#: 23224
SAN DIEGO, CA
Past
January 29, 2010 - April 13, 2011
SPC
RIA
CRD#: 110692
LANSING, MI
Past
July 1, 2008 - December 31, 2011
SIGMA FINANCIAL CORPORATION
BD
CRD#: 14303
LANSING, MI
Past
July 23, 1990 - July 1, 2008
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
LANSING, MI
Past
November 3, 1987 - July 23, 1990
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
May 23, 1986 - November 9, 1987
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
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".
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES
CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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.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
Arizona(1/3/2012)
IAR
California(6/23/2004)
RR
California(1/3/2012)
RR
Colorado(7/1/2015)
RR
Connecticut(3/22/2012)
RR
Florida(1/3/2012)
RR
Georgia(5/7/2012)
RR
Illinois(3/7/2023)
RR
Indiana(1/3/2012)
RR
Kentucky(4/4/2014)
IAR
Michigan(2/1/2010)
RR
Michigan(1/3/2012)
RR
Missouri(1/3/2012)
RR
Nebraska(7/23/2024)
RR
Nevada(6/12/2014)
RR
New Hampshire(10/7/2021)
RR
New Jersey(4/17/2017)
RR
New York(6/14/2023)
IAR
New York(6/14/2023)
RR
North Carolina(3/1/2012)
RR
Ohio(1/3/2012)
RR
Oklahoma(9/6/2018)
RR
Oregon(6/22/2022)
RR
South Carolina(12/3/2018)
RR
Tennessee(2/8/2024)
RR
Texas(9/19/2023)
IAR
Texas(2/19/2025)
IAR
Texas(9/29/2025)
RR
Virginia(4/7/2021)
RR
Washington(1/3/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
MA
MADISON AVENUE SECURITIES, LLC
ASHLAND SECURITIES, INC. | MADISON AVENUE SECURITIES, LLC | MADISON AVENUE SECURITIES, INC. | MADISON AVENUE SECURITIES
CRD#: 23224 / SEC#: 801-69919, 8-40426
RIA
Registered Investment Advisory firm - SEC (2/24/2009 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Mailing Address
13500 Evening Creek Dr N #555, San Diego, CA 92128
Phone number
(858) 207-1300
Established
Delaware since 05/05/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
93
SEC notice filing (50 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KT EQUITY PARTNERS II, LLC | DIRECT OWNER | |
| CALLANAN, DAVID JAMES | MEMBER | 4237166 |
| FIXSEN, VILAYPHONE | CHIEF OPERATING OFFICER | 4585926 |
| FOSTER, CODY GRANT | MEMBER | 4237075 |
| JENSEN, GAIL MARIE | DEPUTY CHIEF COMPLIANCE OFFICER | 1943705 |
| MCNEES, MARTIN WILLIAM | PRESIDENT | 3168410 |
| METCALFE, INC. | OWNER | |
| PIERSON, MELISSA KAY | CHIEF COMPLIANCE OFFICER | 1685017 |
| SCHENDEL, JENNIFER | MEMBER | 6136948 |
| WOODS, SANDRA ANN | FINOP | 6200533 |
Regulatory assets under management
| Total Number of Accounts | 14,100 |
| AUM (Assets Under Management) | $ 2,038,801,712 |
Disclosures
| Regulatory Event | 8 |
| Arbitration | 1 |
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
MADISON AVENUE SECURITIES, LLC
CRD#: 23224Lansing, MI 48917TRUST BUT VERIFY
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