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Stephen C. Kiszlowski

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CRD#: 2440000
SK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Stephen Chester Kiszlowski, who also goes by Stephen C Kiszlowski, Steve Kiszlowski, was a registered financial professional .

Stephen is a previously registered financial professional and started their career in finance in 1994. Stephen had worked at 11 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephen C Kiszlowski | Steve Kiszlowski

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 18, 2019 - December 2, 2019

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
Troy, MI
Past

October 29, 2018 - March 9, 2023

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
GROSS POINTE WOODS, MI
Past

July 25, 2016 - January 17, 2019

INDEPENDENCE CAPITAL CO., INC.

RIA
CRD#: 24723
WARREN, MI
Past

January 3, 2007 - January 17, 2019

INDEPENDENCE CAPITAL CO., INC.

BD
CRD#: 24723
WARREN, MI
Past

November 1, 2002 - December 8, 2005

USALLIANZ SECURITIES, INC.

BD
CRD#: 40875
MINNEAPOLIS, MN
Past

January 1, 2002 - September 26, 2002

BROOKLIGHT PLACE SECURITIES, INC.

BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past

May 29, 2001 - January 1, 2002

IAC SECURITIES, INC.

BD
CRD#: 14081
TINLEY PARK, IL
Past

May 5, 2000 - May 7, 2001

INDEPENDENCE ONE BROKERAGE SERVICES, INC.

BD
CRD#: 17529
FARMINGTON HILLS, MI
Past

July 26, 1999 - April 26, 2000

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

March 20, 1997 - July 29, 1999

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

February 1, 1994 - February 12, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

February 1, 1994 - February 12, 1997

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/7/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CS
CENTER STREET ADVISORS, INC.
ARKAGOS ADVISORS + ASSET MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLIAMS FINANCIAL GROUP | WEST ADVISORY GROUP | WEALTH STRATEGIES ADVISORY GROUP | WEALTH PROTECTION ADVISORS, LLC | WEALTH CONCEPTS GROUP | TODDY AND ASSOCIATES | THORNHILL FINANCIAL | THACKER AND ASSOCIATES | TAHOE FINANCIAL PLANNING | SYCAMORE FINANCIAL CORP | STRONG FINANCIAL PARTNERS | SPECKMAN FINANCIAL GROUP | SOUTHERN KENTUCKY ADVISORS | SIGNATURE FINANCIAL SOLUTIONS, LLC | SENIOR GUARDIANS OF AMERICA | ROBERTS TAX & RETIREMENT PLANNING | RETIREMENT WEALTH MANAGEMENT | RETIREMENT FINANCIAL SERVICES | PROGEN FINANCIAL CONSULTING | PRODUCER PROS INSURANCE SERVICES LLC | PRIZM FINANCIAL ADVISORS | PINNACLE WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | NEW HORIZONS FAMILY WEALTH MANAGEMENT | NARISH FINANCIAL SERVICES | MOERDYK FINANCIAL | MICHIGAN RETIREMENT GROUP | MAJORS FINANCIAL GROUP | LIFE BRIDGE FINANCIAL, INC | LEONARD ADVISORY GROUP | LEGACY FINANCIAL GROUP, INC. | LEBLANC FINANCIAL ALLIANCE | KURUVILLA AND ASSOCIATES | KENNEDY WEALTH GROUP | JONTZ NASH ESTATE MANAGEMENT & PLANNING | IRONTREE INVESTMENT MANAGEMENT | INTEGRATED FINANCIAL GROUP | INCOME PROS | HILL AND HILL FINANCIAL | GREENWAY FINANCIAL | GRAY WEALTH MANAGEMENT | GOSHEN PROVIDERS | FINANCIAL DYNAMICS | ELDERCARE FINANCIAL | D. KENT PREWETTE AND ASSOCIATES | D KENT PREWETTE & ASSOCIATES | COSTAL FINANCIAL PLANNING GROUP | CONSULT MILESTONE | CONNER FINANCIAL LLC | CLEAR HARBOR WEALTH MANAGEMENT | CENTER STREET ADVISORS, INC. | BROOKWOOD FINANCIAL | BROOKSTONE FINANCIAL | BERING FINANCIAL | BALES AND ECKEL FINANCIAL GROUP, LLC | AYCOCK WEALTH MANAGEMENT | ASSET PROTECTION STRATEGIES | ASHIRA FINANCIAL LLC

CRD#: 169329 / SEC#: 801-80344

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Contact information


Main Address
2 International Plaza Suite 301, Nashville, TN 37217
Mailing Address
Phone number
(615) 690-3580
Established
Firm type
Fiscal year end
# of Employees
45

Documents


Latest Form ADV

Part 2 Brochures

ADV 2A - 3-31-2023 (3/31/2023)

Regulatory assets under management


Total Number of Accounts1,689
AUM (Assets Under Management)$ 336,007,103

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


CENTER STREET ADVISORS, INC.

CRD#: 169329

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