Wiseradvisor
Featured Business Business Profile Advertise
Glen Ellyn Financial Advisors
Integrity Financial Management, Inc
21W715 Glen Crest Dr, Suite 12
Glen Ellyn, IL 60137
(630) 984-5830
Visit Website
Advisor Profile
Name: Tom Prybylo
Phone Number: (630) 984-5830
Website: Visit Website
Research This Advisor
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description

Integrity Financial Management is an independent financial planning firm and a member of the Christian Financial Professionals Network. OUR MOTTO: Trust, Integrity and Service! If you are not satisfied with your financial progress in life, read on, we can help. What we can DO FOR YOU: We provide a personalized quality of investment and financial advisory services that goes well beyond what most banks, investment firms and retail brokerage houses can offer. We consider your total financial picture and your life circumstances, to provide you with an integrated financial program. You have the freedom to choose a fee-based or commission-based arrangement. Our first consultation is ABSOLUTELY COMPLIMENTARY and we will analyze your current portfolio at NO COST to you- the best investment that you'll ever make!! Securities offered through Crown Capital Securities, LP, FINR/SIPC Branch Office: 14 S. Pack, Asheville, NC 28801
 

General Information

Gender:    Male
CRD#:    2532551
Firm CRD#:    2532551
SEC File#:    801-57663
Name of Broker/Dealer:    Crown Capital Securities
States Licensed in:    Illinois, Wisconsin, Iowa, Indiana, Ohio
Years of Experience in Financial Services:    16
Number of Years with Current Firm:    7
Work Experience:    I have been in the financial services industry for over 15years and have owned my own financial services firm - Integrity Financial Management for the past 6 years
I work with the following types of clients:    Businesses
 

Education

Academic Background
 
BA in Economics, University of Illinois.
MBA in Finance, DePaul University Chicago, IL.


Registered Financial Planner.
Member - Christian Financial Planners Network.
 

Services

Investment Types:    Alternative Investments, Stocks Mutual Funds, Mutual Funds, Annuities, Stocks, Bonds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Registered Financial Planner
Securities Licenses:    Life & Health, Series 63, Series 7
Insurance and Annuity Licenses:    Life, Variable Annuity, Variable Life
Financial Organization Memberships:    RFP, Paladin Registry, Financial Planning Association (FPA)
 

Firm Information

Number of Advisors in Office:    Up to 10 employees
Firm's Number of Clients:    375
Assets Managed by Firm:    Yes
Advisor's Number of Clients:    125
Assets Managed by Advisor:    65 million
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-only financial professional:    Yes
I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    25000
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Additional Details on Charges:    We have fees based on individual basis and discuss them directly with our clients, access our website to find out more:
www.Integrityfm.com
Minimum Fee Charged for Managed Accounts:    250
 
 
 
Prepared By: Tom Prybylo
Most Recent Update: 05/22/2008