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Jack Allen Syryczuk

Advisor at LPL Financial — Stanley, WI

Updated today

Credentials

Series 66

Experience

2 years

Location

Stanley, WI 54768

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Jack Syryczuk is a financial advisor at LPL Financial with two years of industry experience and holds the Series 66 designation. Prior to joining LPL Financial, he worked at Adam Smit Investment Management LLC and has a background that includes roles in retail and farming. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Stanley, WI

963 Pine Street

Stanley WI 54768

Advisors at this office

2

Most active in

Wisconsin

Work history

2 years of industry experience

Adam Smit Investment Managment LLC

2024 - Present • 2 years

Stanley, WI

LPL Financial

2023 - Present • 3 years

Stanley, WI

Adam Smit Investment Management LLC

2023 - 2024 • 1 year

Stanley, WI

Kwik Trip

2022 - 2023 • 1 year

Green Bay, WI

Marathon Cheese

2022 - 2022 • 1 year

Green Bay, WI

The Buckle

2021 - 2022 • 1 year

Green Bay, WI

Courtesy Auto

2020 - 2021 • 1 year

Stanley, WI

Syryczuk Farms

2017 - 2023 • 6 years

Lublin, WI

High School/Middle School Student

2013 - 2021 • 8 years

Thorp, WI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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