Michael J. Krencicki

GLOBAL WEALTH ADVISORS LLC

Troy, MI 48083-1208

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CRD#: 2330899

Professional summary

Michael James Krencicki, CFP®, who also goes by Mike Krencicki, is a registered financial advisor currently at GLOBAL WEALTH ADVISORS LLC located in Troy, Michigan.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 2 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Krencicki

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.

REGISTRANT IS OTHERWISE ENGAGED AS AN INDEPENDENT INSURANCE AGENT, DBA MICHAEL J. KRENCICKI AT 1481 WERTH DR., ROCHESTER, MI 48306. THIS TIME SPENT ON THIS ACTIVITY MAY VARY THROUGHOUT THE YEAR BUT GENERALLY INVOLVES LESS THAN ONE HOUR PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Krencicki'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: 2003

Experience

Current

April 21, 2010 - Present

GLOBAL WEALTH ADVISORS LLC

Office #1: 200 East Big Beaver Road, Troy, MI 48083-1208

RIA

CRD#: 139101

Troy, MI

Past

April 8, 1993 - March 23, 1995

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, TX

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
(4/21/2010)

IAR

Texas
(1/31/2023)

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

General Industry/Product Exam

Series 6

Date: 4/7/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GLOBAL WEALTH ADVISORS LLC

CRD#: 139101 / SEC#: 801-68781

RIA

Registered Investment Advisory firm - (8/27/2012 Terminated)

Louisiana

Registered Investment Advisory firm - (11/20/2018 Terminated)

Michigan

Registered Investment Advisory firm - (7/9/2012 Approved)

Texas

Registered Investment Advisory firm - (1/27/2023 Conditional Restricted)

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).

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Contact information

Main Address

200 East Big Beaver Road, Troy, MI 48083-1208

Mailing Address

Phone number

(248) 457-4555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 83,013,195

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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Michael J. Krencicki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Krencicki's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL WEALTH ADVISORS LLC

THE VARIABLE ANNUITY MARKETING COMPANY

State Registrations and Notice Filings

Exams

Series 6

Date: 4/7/1993

Current Firm

GLOBAL WEALTH ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL WEALTH ADVISORS LLC

TRUST BUT VERIFY

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