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Christina Maria Walasik

Christina M. Walasik

PICKWICK WEALTH MANAGEMENT
DEERFIELD, IL 60015
Some features on this profile are disabled
CRD#: 6792268
Christina Maria Walasik

Professional summary

Christina Maria Walasik, CFP®, who also goes by Tina Maria Walasik, Christina Walasik-davis, is a registered financial advisor currently at PICKWICK WEALTH MANAGEMENT located in Deerfield, Illinois.

Christina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christina has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tina Maria Walasik | Christina Walasik-Davis

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 Christina Maria Walasik'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: 2021

Experience

Current

October 20, 2025 - Present

PICKWICK WEALTH MANAGEMENT

Office #1: 707 Lake Cook Road Suite 285, Deerfield, IL 60015
RIA
CRD#: 333483
DEERFIELD, IL
Past

May 8, 2017 - November 20, 2025

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
Deerfield, 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
(10/20/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/4/2017
Uniform Investment Adviser Law Examination

Current Firm

PW
PICKWICK WEALTH MANAGEMENT
PICKWICK WEALTH MANAGEMENT | WALASIK FINANCIAL GROUP LLC

CRD#: 333483 / SEC#:

Illinois
Registered Investment Advisory firm - (10/20/2025 Approved)
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Contact information

Main Address
707 Lake Cook Road Suite 285, Deerfield, IL 60015
Mailing Address
Phone number
(847) 730-5597
Established
Firm type
Fiscal year end
# of Employees
2

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

PICKWICK WEALTH MANAGEMENT

CRD#: 333483Deerfield, IL 60015

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