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CK

Christine A. Krygielski

WALEN FINANCIAL GROUP
TOLEDO, OH 43623
Some features on this profile are disabled
CRD#: 6699848
CK

Professional summary

Christine Ann Krygielski, who also goes by Christine Ann Jurski, is a registered financial advisor currently at WALEN FINANCIAL GROUP, LLC located in Toledo, Ohio.

Christine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christine has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christine Ann Jurski

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 Christine Ann Krygielski'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®
None

Experience

Current

February 27, 2017 - Present

WALEN FINANCIAL GROUP, LLC

Office #1: 4149 North Holland-sylvania Road Suite 1, Toledo, OH 43623
RIA
CRD#: 140721
TOLEDO, OH

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
Michigan
(1/31/2024)
IAR
Ohio
(2/27/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2017
Uniform Investment Adviser Law Examination

Current Firm

WF
WALEN FINANCIAL GROUP, LLC
WALEN FINANCIAL GROUP | WALEN, RICHARD | WALEN FINANCIAL GROUP, LLC

CRD#: 140721 / SEC#:

Florida
Registered Investment Advisory firm - (6/26/2024 Approved)
Michigan
Registered Investment Advisory firm - (1/29/2024 Approved)
Ohio
Registered Investment Advisory firm - (8/28/2006 Approved)
Texas
Registered Investment Advisory firm - (7/7/2021 Conditional Restricted)
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Contact information

Main Address
4149 North Holland-sylvania Road Suite 1, Toledo, OH 43623
Mailing Address
Phone number
(419) 885-2599
Established
Firm type
Fiscal year end
# of Employees
3

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.

Company Information

WALEN FINANCIAL GROUP, LLC

CRD#: 140721Toledo, OH 43623

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