Krzysztof Garlewicz

PROSPERIFI LLC

DES PLAINES, IL 60018

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CRD#: 5496983

Professional summary

Krzysztof Garlewicz, CFP® is a registered financial advisor currently at PROSPERIFI LLC located in Des Plaines, Illinois.

Krzysztof is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Krzysztof has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Retirement Planning

Investment Planning

Estate Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

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. 6/7/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Speaker/Content Creation - Start Date:05/14/2018 - 5 Hour(s) Per Month/0 Hour(s) During Trading. 2. 9/28/2018 - Financial Freedom Formula (Active Title) - Investment Related - At Reported Business Location(s) - Other-Author - Author/Writer - Started 05/15/2017 - 1 Hours Per Month/0 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krzysztof Garlewicz'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: 2011

Experience

Current

May 22, 2018 - Present

PROSPERIFI LLC

Office #1: 701 Lee Street Suite 650, Des Plaines, IL 60018

RIA

CRD#: 292771

DES PLAINES, IL

Past

May 22, 2018 - December 31, 2021

PROSPERIFI LLC

RIA

CRD#: 292771

ROSEMONT, IL

Past

April 27, 2016 - October 30, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

ROSEMONT, IL

Past

April 27, 2016 - October 30, 2023

LPL FINANCIAL LLC

CRD#: 6413

ROSEMONT, IL

Past

February 20, 2014 - April 28, 2016

ARETE WEALTH ADVISORS, LLC

RIA

CRD#: 145488

CHICAGO, IL

Past

February 20, 2014 - April 28, 2016

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

Chicago, IL

Past

January 6, 2010 - February 21, 2014

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

OAKBROOK, IL

Past

October 17, 2008 - February 21, 2014

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OAKBROOK, IL

Past

September 5, 2008 - September 23, 2008

NEW ENGLAND SECURITIES

RIA

CRD#: 615

NORTHBROOK, IL

Past

April 3, 2008 - September 23, 2008

NEW ENGLAND SECURITIES

CRD#: 615

NORTHBROOK, IL

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
(5/22/2018)

IAR

Texas
(1/10/2024)

IAR

Wisconsin
(3/27/2024)

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: 3/21/2008

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: 3/7/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/30/2015

General Securities Principal Examination

Current Firm

PROSPERIFI LLC

PROSPERIFI | PROSPERIFI, LLC | PROSPERIFI LLC

CRD#: 292771 / SEC#:

Illinois

Registered Investment Advisory firm - (5/22/2018 Approved)

Texas

Registered Investment Advisory firm - (12/14/2023 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (3/27/2024 Approved)

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Contact information

Main Address

701 Lee Street Suite 650, Des Plaines, IL 60018

Mailing Address

Phone number

(847) 310-7133

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 61,210,291

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Krzysztof Garlewicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krzysztof Garlewicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERIFI LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ARETE WEALTH ADVISORS, LLC

ARETE WEALTH MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/21/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2008

Series 24

Date: 12/30/2015

Current Firm

PROSPERIFI LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PROSPERIFI LLC

TRUST BUT VERIFY

Contact information

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