Michael T. Jankowski

PARKVIEW ASSET MANAGEMENT

Oakbrook Terrace, IL 60181

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CRD#: 2325650

Professional summary

Michael Todd Jankowski is a registered financial advisor currently at PARKVIEW ASSET MANAGEMENT, INC. located in Oakbrook Terrace, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

WEALTH PLANNING NETWORK LLC -ONE WESTBROOK CORPORATE CENTER, SUITE 300, WESTCHESTER, IL 60154. TITLE: PRESIDENT, START: 2002, COMPENSATION: $500K+. DUTIES: TRADITIONAL INS PRODUCT RELATED SALES, NOT INVESTMENT RELATED; FIXED INSURANCE; TRUSTEE TO SENIOR PLANNING NETWORK DEF. BEN PLAN & SENIOR PLANNING NETWORK 401K PSP (NAME CHANGE PENDING TO WEALTH PLANNING NETWORK);

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Todd Jankowski'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

June 26, 2020 - Present

PARKVIEW ASSET MANAGEMENT, INC.

Office #1: One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181

RIA

CRD#: 307977

Oakbrook Terrace, IL

Past

September 15, 2008 - June 23, 2020

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

Oakbrook Terrace, IL

Past

August 25, 2008 - May 25, 2012

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

WESTCHESTER, IL

Past

March 29, 2006 - August 15, 2008

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

WESTBROOK, IL

Past

January 17, 2006 - August 15, 2008

J.W. COLE FINANCIAL, INC.

CRD#: 124583

WESTCHESTER, IL

Past

February 14, 2001 - January 17, 2006

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

RIA

CRD#: 109701

MATTESON, IL

Past

September 3, 1996 - January 17, 2006

LASALLE ST SECURITIES, L.L.C.

CRD#: 7191

ELMHURST, IL

Past

October 26, 1995 - June 18, 1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 9, 1993 - October 9, 1995

NATCITY INSURANCE SERVICES, INC.

CRD#: 16989

CLEVELAND, OH

Past

July 6, 1993 - November 5, 1993

K. W. CHAMBERS & CO.

CRD#: 1432

CLAYTON, MO

Past

March 24, 1993 - May 13, 1993

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

PARKVIEW ASSET MANAGEMENT, INC.

PARKVIEW ASSET MANAGEMENT, INC. | WEALTH PLANNING NETWORK

CRD#: 307977 / SEC#: 801-124728

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

Illinois

Registered Investment Advisory firm - (5/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(6/26/2020)

IAR

Texas
(8/1/2023)

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: 12/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/26/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/22/1993

General Securities Representative Examination

Current Firm

PARKVIEW ASSET MANAGEMENT, INC.

PARKVIEW ASSET MANAGEMENT, INC. | WEALTH PLANNING NETWORK

CRD#: 307977 / SEC#: 801-124728

RIA

Registered Investment Advisory firm - (4/22/2022 Approved)

Illinois

Registered Investment Advisory firm - (5/2/2022 Terminated)

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Contact information

Main Address

One Parkview Plaza Suite 117, Oakbrook Terrace, IL 60181

Mailing Address

Phone number

(708) 481-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARKVIEW DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (3/31/2025)

Regulatory assets under management

Total Number of Accounts	258
AUM (Assets Under Management)	$ 160,508,433

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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Firm Stability Insights

Michael T. Jankowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Todd Jankowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LASALLE ST SECURITIES, L.L.C.

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

LASALLE ST. INVESTMENT ADVISORS, L.L.C.

LASALLE ST SECURITIES, L.L.C.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NATCITY INSURANCE SERVICES, INC.

K. W. CHAMBERS & CO.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

PARKVIEW ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/1999

Series 63

Date: 3/26/1993

Series 7

Date: 3/22/1993

Current Firm

PARKVIEW ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARKVIEW ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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