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Stefan C

Series 66, Series 63, Series 65

Lansing, MI

Wealth Management Institute, Inc.

Stefan Cherniawski is a financial advisor at Wealth Management Institute, Inc. in Lansing, MI, holding Series 66, 63, and 65 licenses with two years of industry experience. His prior roles include positions at Madison Avenue Securities, Fountain and Co, and Transamerica Financial Advisors, Inc. Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and institutional entities. The firm delivers its advisory work through tailored, written plans and consultations using proprietary strategies that emphasize asset allocation, risk tolerance, and income planning.

Retirement income strategy General retirement planning Income planning Approaching retirement
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Francis C

CFP®, Series 63

Lansing, MI

Wealth Management Institute, Inc.

Francis Cherniawski is a financial advisor with Wealth Management Institute, Inc. in Lansing, MI, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with multiple firms including Madison Avenue Securities, Inc. and Global Financial Opportunities Corp. Outside of advisory services, he is vice president of Pohl and Associates, Inc., where he sells various types of insurance and annuities. Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and institutional entities. The firm delivers tailored written plans using proprietary processes focused on asset allocation, risk tolerance, and income planning, primarily recommending mutual funds, ETFs, and individual securities without ongoing discretionary portfolio management.

Retirement income strategy General retirement planning Income planning Approaching retirement
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