Theodore
Augustyniak

Creative Resources Investment Advisors LLC

CRD#5082577
Investment Advisor
in Chicago, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Theodore Augustyniak is a financial advisor based out of Chicago, Illinois with 8 years of relevant experience. Augustyniak works at Creative Resources Investment Advisors LLC. The advisor has gained experience at Meyers Associates Lp, Ariston Wealth Management, Legend Securities, Inc, Creative Resource Investment Advisors, LLC, Augustyniak Insurance Agency, Inc, Advance Legend Funding, Newport Coast Asset Management, Inc and Newport Coast Securities, Inc. Augustyniak maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida, Illinois, Massachusetts, New Hampshire, Rhode Island and Texas. Creative Resources Investment Advisors LLC is a business operating in Chicago, Illinois.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Office Location

10 S. Riverside Drive Suite 875
Chicago, IL 60606

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Theodore Augustyniak Work History

Theodore has been registered as a financial advisor for 8 years.*

2017 - Present (7 years)

Augustyniak Insurance Agency, Inc

2017 - Present (7 years)

Advance Legend Funding

2015 - Present (9 years)

Creative Resource Investment Advisors, LLC

2015 - 2016 (1 year)

Legend Securities, Inc

2014 - 2015 (1 year)

Newport Coast Asset Management, Inc

2013 - 2015 (2 years)

Newport Coast Securities, Inc

2012 - 2013 (1 year)

Ariston Wealth Management

2011 - 2013 (2 years)

Meyers Associates Lp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Theodore Augustyniak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started