Edwin A. Janeczek

ALTUS WEALTH GROUP

COLORADO SPRINGS, CO 80903

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CRD#: 5691874

Professional summary

Edwin A Janeczek, CFP®, CIMA®, who also goes by Edwin A Janeczeh, Ed Janeczek, is a registered financial advisor currently at ALTUS WEALTH GROUP, LLC located in Colorado Springs, Colorado.

Edwin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Edwin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Edwin A Janeczeh | Ed Janeczek

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) - RIA

Click below to view Edwin A Janeczek'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®

CFP^®

Certified Financial Planner

CIMA^®

Certified Investment Management Analyst

Experience

Current

January 10, 2024 - Present

ALTUS WEALTH GROUP, LLC

Office #1: 423 South Cascade Avenue, Colorado Springs, CO 80903

RIA

CRD#: 287848

COLORADO SPRINGS, CO

Past

August 2, 2018 - February 29, 2024

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

New Albany, OH

Past

April 19, 2018 - January 8, 2024

LBMZ SECURITIES, INC.

CRD#: 7874

CHICAGO, IL

Past

September 14, 2017 - April 10, 2018

PROVASI CAPITAL PARTNERS LP

CRD#: 119539

DALLAS, TX

Past

October 10, 2016 - September 5, 2017

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

COLORADO SPRINGS, CO

Past

March 1, 2012 - May 31, 2016

FS INVESTMENT SOLUTIONS, LLC

CRD#: 145244

ORLANDO, FL

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".

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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

Colorado
(1/10/2024)

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 65

Date: 8/7/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/29/2012

General Securities Representative Examination

Current Firm

ALTUS WEALTH GROUP, LLC

CRD#: 287848 / SEC#: 801-110511

RIA

Registered Investment Advisory firm - (5/16/2017 Approved)

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Contact information

Main Address

423 South Cascade Avenue, Colorado Springs, CO 80903

Mailing Address

Phone number

(719) 900-1295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	2,323
AUM (Assets Under Management)	$ 572,624,043

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

Edwin A. Janeczek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edwin A Janeczek's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZACKS INVESTMENT MANAGEMENT, INC.

LBMZ SECURITIES, INC.

PROVASI CAPITAL PARTNERS LP

T. ROWE PRICE INVESTMENT SERVICES, INC.

FS INVESTMENT SOLUTIONS, LLC

Primary Firm SEC Registration

ALTUS WEALTH GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/7/2018

Series 63

Date: 3/22/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/29/2012

Current Firm

ALTUS WEALTH GROUP, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALTUS WEALTH GROUP, LLC

TRUST BUT VERIFY

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