Andrew J. Wykretowicz

MONERE WEALTH MANAGEMENT

Schaumburg, IL 60173

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CRD#: 2839006

Professional summary

Andrew J. Wykretowicz, who also goes by Andrew Janusz Wykretowicz, is a registered financial advisor currently at MONERE WEALTH MANAGEMENT, INC. located in Schaumburg, Illinois and MONERE INVESTMENTS, INC. located in Schaumburg, Illinois.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Andrew has worked at 10 firms and has passed the Series 63, Series 65, Series 79TO, SIE, Series 7, Series 4, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Janusz Wykretowicz

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.

Teaching English As A Second Language, College of DuPage, 4 hours per week, Evenings.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew J. Wykretowicz'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

January 5, 2015 - Present

MONERE WEALTH MANAGEMENT, INC.

Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173

RIA

CRD#: 173076

Schaumburg, IL

Current

April 3, 2015 - Present

MONERE INVESTMENTS, INC.

Office #1: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173Office #2: 20 N. Martingale Road Suite 450, Schaumburg, IL 60173

CRD#: 105487

Schaumburg, IL

Past

November 9, 2007 - June 12, 2014

SANCTUARY SECURITIES, INC.

RIA

CRD#: 205

CHICAGO, IL

Past

February 20, 2007 - June 12, 2014

SANCTUARY SECURITIES, INC.

CRD#: 205

CHICAGO, IL

Past

November 19, 2002 - February 2, 2007

NORTHERN TRUST SECURITIES, INC.

CRD#: 7927

CHICAGO, IL

Past

August 5, 2002 - November 14, 2002

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

CHICAGO, IL

Past

February 15, 2000 - September 25, 2000

AETNA FINANCIAL SERVICES, INC.

CRD#: 13255

HARTFORD, CT

Past

April 27, 1998 - March 13, 2002

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

December 5, 1997 - February 6, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 28, 1997 - November 6, 1997

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 28, 1997 - November 6, 1997

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

MONERE WEALTH MANAGEMENT, INC.

MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.

CRD#: 173076 / SEC#: 801-117039

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

Florida

Registered Investment Advisory firm - (7/29/2019 Terminated)

Illinois

Registered Investment Advisory firm - (7/26/2019 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.

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

Alabama
(5/12/2015)

Alaska
(4/21/2015)

Arizona
(4/28/2015)

Arkansas
(4/20/2015)

California
(4/15/2015)

Colorado
(4/15/2015)

Connecticut
(4/24/2015)

Delaware
(5/4/2015)

District of Columbia
(4/28/2015)

Florida
(4/3/2015)

Georgia
(5/6/2015)

Hawaii
(5/19/2015)

Idaho
(4/15/2015)

IAR

Illinois
(1/5/2015)

Illinois
(4/3/2015)

Indiana
(4/3/2015)

Iowa
(4/15/2015)

Kansas
(3/27/2017)

Kentucky
(4/20/2015)

Louisiana
(5/5/2015)

Maine
(5/4/2015)

Maryland
(4/20/2015)

Massachusetts
(4/3/2015)

Michigan
(4/21/2015)

Minnesota
(4/15/2015)

Mississippi
(4/24/2015)

Missouri
(5/5/2015)

Montana
(4/20/2015)

Nebraska
(5/12/2015)

Nevada
(4/29/2015)

New Hampshire
(6/16/2015)

New Jersey
(4/28/2015)

New Mexico
(6/1/2015)

New York
(4/3/2015)

North Carolina
(4/21/2015)

North Dakota
(5/7/2015)

Ohio
(4/20/2015)

Oklahoma
(4/15/2015)

Oregon
(4/29/2015)

Pennsylvania
(5/4/2015)

Rhode Island
(4/15/2015)

South Carolina
(5/13/2015)

South Dakota
(4/15/2015)

Tennessee
(7/10/2015)

Texas
(5/26/2015)

Utah
(4/15/2015)

Vermont
(4/17/2015)

Virginia
(4/28/2015)

Washington
(4/15/2015)

West Virginia
(4/21/2015)

Wisconsin
(4/3/2015)

Wyoming
(5/1/2015)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/20/1997

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/7/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/27/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/10/2016

Registered Options Principal Examination

Principal/Supervisory Exam

Series 14

Date: 10/18/2007

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 8/4/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MONERE WEALTH MANAGEMENT, INC.

MONERE INVESTMENTS, INC. | MONERE WEALTH MANAGEMENT, INC.

CRD#: 173076 / SEC#: 801-117039

RIA

Registered Investment Advisory firm - (7/26/2019 Approved)

Florida

Registered Investment Advisory firm - (7/29/2019 Terminated)

Illinois

Registered Investment Advisory firm - (7/26/2019 Terminated)

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Contact information

Main Address

20 N. Martingale Road Suite 450, Schaumburg, IL 60173

Mailing Address

Phone number

(312) 585-3850

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONERE WEALTH MANAGEMENT INC (1/21/2025)

Regulatory assets under management

Total Number of Accounts	555
AUM (Assets Under Management)	$ 270,000,000

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

Andrew J. Wykretowicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew J. Wykretowicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONERE INVESTMENTS, INC.

SANCTUARY SECURITIES, INC.

SANCTUARY SECURITIES, INC.

NORTHERN TRUST SECURITIES, INC.

OGILVIE SECURITY ADVISORS CORPORATION

AETNA FINANCIAL SERVICES, INC.

VOYA FINANCIAL PARTNERS, LLC

MORGAN STANLEY DW INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MONERE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/20/1997

Series 65

Date: 2/7/1997

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 5/27/1997

Series 4

Date: 8/10/2016

Series 14

Date: 10/18/2007

Series 24

Date: 8/4/2000

FINRA

Current Firm

MONERE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONERE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

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