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Tracy L Adamczyk, Financial Advisor serving the Burr Ridge, IL area - Ameriprise Advisors

Tracy L Adamczyk

CRPC

Financial Advisor

Nolan Wealth Management
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 4 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 63 License
  • Series 7 License
  • Life Insurance License
  • Health Insurance License
  • Long Term Care Insurance License

Education

  • B.S., Finance, Math, Valparaiso University, Valparaiso, IN, 1977-1981
  • Diploma, William Fremd High School, Palatine, IL, 1973-1977

Awards & recognition

  • Five Star Wealth Manager, IL 2012-2013, 2015-2016, 2019 and AZ 2019, 2021

Professional associations

  • Institute for Divorce Financial Planners

Previous experience

  • Vice President - Investments, Chase Financial Services, July 2005 - March 2009, Hinsdale, IL, 3 years, 9 months

Interests

Nothing is more enjoyable to me than connecting with family and friends.

Traveling - I currently have immediate family in Phoenix, Chicago, and Indiana. Also, I have a second home in a quaint Ski town in Colorado where our family can gather for holidays.

Hiking and Skiing and GOLF - Visiting family are usually dragged to my favorite hikes and golf courses depending on ability.

Dining & Entertaining - Enjoy the wonderful outdoor dining options in Phoenix!

The daily dog park is both a favorite activity for me and my dog Maya

August 2021 I became a Grandma to Noah Adamczyk!! Such a thrill!