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James T. Siedjak

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CRD#: 6492186
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Thomas Siedjak was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 2015. James had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
JAMES T. SIEDJAK, CPA: ACTIVITIES INCLUDE FINANCIAL AND TAX ANALYSIS. I DO NOT RECEIVE ANY COMMISSIONS. M.J. ROSE, LLC: ACTIVITIES INCLUDE REAL ESTATE INVESTMENT. I DO NOT RECEIVE ANY COMMISSIONS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

May 29, 2015 - October 17, 2023

NETWORTH WEALTH MANAGEMENT, LLC

RIA
CRD#: 187512
KENOSHA, WI

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/20/2013
Uniform Investment Adviser Law Examination

Current Firm


NW
NETWORTH WEALTH MANAGEMENT, LLC
NETWORTH WEALTH MANAGEMENT, LLC

CRD#: 187512 / SEC#:

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Contact information


Main Address
Kenosha, WI
Mailing Address
Phone number
(262) 671-3020
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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.

Company Information


NETWORTH WEALTH MANAGEMENT, LLC

CRD#: 187512

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