Lawrence P. Strzelecki

ASSURED ADVISORY GROUP

EAST DUNDEE, IL 60118-2440

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CRD#: 4711489

Professional summary

Lawrence Peter Strzelecki, AIF®, CFP®, who also goes by Larry Peter Strzelecki, Lawrence Strzelecki, is a registered financial advisor currently at ASSURED ADVISORY GROUP, LLC located in East Dundee, Illinois.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Lawrence has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larry Peter Strzelecki | Lawrence Strzelecki

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.

(1) 1. Assured Concepts Group 2. Investment Related 3. 1141 East Main St, East Dundee, IL 60118 4. Advisory 5."Partner" in Name only 6. 6/2006 7. 1-2 hrs 8. 1-2 hrs during securities hrs 9. Client Service (2) 1. Fixed Insurance 2. Not Investment Related 3.1441 Spring Leaf, West Dundee IL 4. Fixed / Traditional Insurance 5. Agent 6. 10/2003 7. 1-2 hrs/month 8. none 9. Sales of Fixed / Traditional insurance products that meet clients needs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Peter Strzelecki'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Experience

Current

December 7, 2021 - Present

ASSURED ADVISORY GROUP, LLC

Office #1: 1141 East Main Street Suite 215, East Dundee, IL 60118-2440

CRD#: 14251

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
(12/7/2021)

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: 11/11/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/2003

General Securities Representative Examination

Current Firm

ASSURED ADVISORY GROUP, LLC

ASSURED ADVISORY GROUP, LLC | ASSURED CONCEPTS GROUP LTD.

CRD#: 316449 / SEC#:

Illinois

Registered Investment Advisory firm - (12/7/2021 Approved)

Texas

Registered Investment Advisory firm - (12/8/2021 Approved)

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Contact information

Main Address

1141 East Main Street Suite 215, East Dundee, IL 60118-2440

Mailing Address

Phone number

(847) 426-1077

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	308
AUM (Assets Under Management)	$ 85,567,060

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Lawrence P. Strzelecki

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Peter Strzelecki's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

FSIC

FSIC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/11/2003

SIE

Date: 10/1/2018

Series 7

Date: 10/22/2003

Current Firm

ASSURED ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASSURED ADVISORY GROUP, LLC

TRUST BUT VERIFY

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