| Advisor Profile |
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| Name: |
Robert J. Gronski, ChFC |
| Phone Number: |
(415) 322-7594 |
| Website: |
Visit Website
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| Disclaimer |
| A Register Representative offering securites and advisory services through Lincoln Financial Securites Corporation. Lincoln Financial Securities Corporation and Gronski Financial Alliance are not affilitaed. Insurance offered through LFS Marketing & Insurance Sales Corporation. |
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Business Description |
Financial security and financial independence are both primary objectives for most long term investors.
At Gronski Financial Alliance, our mission is to help our clients achieve these two separate goals, even though each day the financial world seems more unpredictable and uncertain.
Our core principals include: recognizing each client as a unique individual with specific goals and circumstances, as a representative of Lincoln Financial Securities developing suitable client investment recommendations and prompt and complete service. We value above all, the trust relationship with each client. |
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General Information |
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| Insurance License#: |
CA #0574556
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| Name of Broker/Dealer: |
Lincoln Financial Securities
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| States Licensed in: |
AK, AZ, CA, FL, HI, MI, NV, NJ, NM, OR, PA, SC, WA, WI
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| States Willing to do Business in: |
AK, AZ, CA, FL, HI, MI, NV, NJ, NM, OR, PA, SC, WA, WI
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| Years of Experience in Financial Services: |
30
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| Number of Years with Current Firm: |
17
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| Work Experience: |
In 2009, I am celebrating my 30th year in the Financial Service Profession
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| I work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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Education |
| Academic Background |
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| Graduate of the Wisconsin State University, La Crosse |
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Services |
| Investment Types: |
Annuities, Bonds, Stocks, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Consultant (ChFC®), Insurance License (Life & Health; Long Term Care; Specify below), Chartered Life Underwriter (CLU®)
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| Securities Licenses: |
Series 7, Series 6, Series 22, Series 24
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| Insurance and Annuity Licenses: |
Disability, Long Term Care, Annuity, Health, Variable Life, Life, Variable Annuity
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| Non-Financial Organization Memberships: |
Rotary Club of Mission San Rafael President 2008/2009
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Advisor's Number of Clients: |
135
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| Advisor's Number of Managed Clients: |
90
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| Advisor's Number of Planning Clients: |
63
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| Assets Managed by Advisor: |
$42,000,000
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Compensation Methods: |
Based on Assets
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| Minimum Fee Charged for Hourly Planning Accounts: |
$150.00
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| Prepared By: |
Robert J. Gronski, ChFC |
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