Andrew J. Pajakowski

WWA PLANNING & INVESTMENTS

Columbus, IN 47201

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CRD#: 7347070

Professional summary

Andrew John Pajakowski, who also goes by Andy Pajakowski, is a registered financial advisor currently at WWA PLANNING & INVESTMENTS located in Columbus, Indiana.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Andrew has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Pajakowski

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 Andrew John Pajakowski'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

March 7, 2021 - Present

WWA PLANNING & INVESTMENTS

Office #1: 427 Washington St, Columbus, IN 47201

RIA

CRD#: 281159

Columbus, IN

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

Indiana
(3/7/2021)

IAR

Texas
(9/7/2022)

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: 2/26/2021

Uniform Investment Adviser Law Examination

Current Firm

WWA PLANNING & INVESTMENTS

WISDOM WEALTH ABUNDANCE, LLC | WWA PLANNING & INVESTMENTS

CRD#: 281159 / SEC#:

Indiana

Registered Investment Advisory firm - (10/7/2015 Approved)

Texas

Registered Investment Advisory firm - (4/12/2021 Conditional Restricted)

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Contact information

Main Address

427 Washington St, Columbus, IN 47201

Mailing Address

Phone number

(812) 379-1120

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 93,834,736

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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Andrew J. Pajakowski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew John Pajakowski's CRS (Customer Relationship Summary).

Certified licenses

Experience

WWA PLANNING & INVESTMENTS

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2021

Current Firm

WWA PLANNING & INVESTMENTS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WWA PLANNING & INVESTMENTS

TRUST BUT VERIFY

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