Edward G. Leszynski

KGL FINANCIAL ADVISORS

Bannockburn, IL 60015

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CRD#: 4301260

Professional summary

Edward Gerard Leszynski, who also goes by Ed Leszynski, is a registered financial advisor currently at KGL FINANCIAL ADVISORS, LLC located in Bannockburn, Illinois.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Edward has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Leszynski

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.

Ed Leszynski CPA; tax preparation; Consencia, LLC, 2207 Lakeside Drive, Bannockburn, IL 60015. 02/2018 start year; preparing individual tax returns. 3 hours a week. Richland Creek Capital; 45% owner in LLC that owns a sports and events center; 1900 Old Willow Road, Northbrook, IL 60062; 10 hours/week on management issues; Start date 2014

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Gerard Leszynski'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®

None

Experience

Current

July 16, 2018 - Present

KGL FINANCIAL ADVISORS, LLC

Office #1: 2333 Waukegan Rd Ste 120, Bannockburn, IL 60015

RIA

CRD#: 297274

Bannockburn, IL

Past

December 8, 2000 - December 31, 2001

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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
(7/24/2018)

IAR

Louisiana
(9/16/2019)

IAR

Texas
(7/16/2018)

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 66

Date: 12/22/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/7/2000

General Securities Representative Examination

Current Firm

KGL FINANCIAL ADVISORS, LLC

KGL ADVISORS, LLC | KGL FINANCIAL ADVISORS, LLC

CRD#: 297274 / SEC#:

Illinois

Registered Investment Advisory firm - (7/24/2018 Approved)

Louisiana

Registered Investment Advisory firm - (9/16/2019 Approved)

Texas

Registered Investment Advisory firm - (7/13/2018 Conditional Restricted)

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Contact information

Main Address

2333 Waukegan Rd Ste 120, Bannockburn, IL 60015

Mailing Address

Phone number

(847) 899-2001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 30,000,000

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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Edward G. Leszynski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Gerard Leszynski's CRS (Customer Relationship Summary).

Certified licenses

Experience

KGL FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/22/2000

Series 7

Date: 12/7/2000

Current Firm

KGL FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KGL FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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