Lawrence R. Lewandowski

LRL FINANCIAL PLANNING SERVICES

Countryside, IL

Some features on this profile are disabled

CRD#: 6386558

Professional summary

Lawrence Richard Lewandowski, CFP® is a registered financial advisor currently at LRL FINANCIAL PLANNING SERVICES, INC. located in Countryside, Illinois.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Lawrence has worked at 1 firm .

Question & Answer

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.

TAX AND ACCOUNTING PRACTICE LAWRENCE R. LEWANDOWSKI, CPA/PFS SOLE PROPRIETOR FIRM IS NOT INVESTMENT RELATED. 10870 CRESTVIEW RD. COUNTRYSIDE, IL 60525 STARTED FEBRUARY 1978 SEASONAL HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Richard Lewandowski'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: 2012

Experience

Current

September 9, 2014 - Present

LRL FINANCIAL PLANNING SERVICES, INC.

RIA

CRD#: 168209

Countryside, 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
(9/9/2014)

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

Current Firm

LRL FINANCIAL PLANNING SERVICES, INC.

LAWRENCE R. LEWANDOWSKI, CPA | LRL FINANCIAL PLANNING SERVICES, INC. | LRL FINANCIAL PLANNING SERVICES INC | LEWANDOWSKI, LAWRENCE R.

CRD#: 168209 / SEC#:

Illinois

Registered Investment Advisory firm - (9/9/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Countryside, IL

Mailing Address

Phone number

(708) 860-6532

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.