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Kurt Winiecki

Founder, Winiecki Wealth Management, Juris Doctor, CPA, Fiduciary Personal Wealth Advisor, Fiduciary 401(k) Advisor

Kurt Winiecki is the Founder and President of Winiecki Wealth Management LLC, a financial services firm.1 He brings a unique background in finance, accounting, and law to his role, offering expertise in wealth management and financial planning.15

Winiecki has been in the financial industry since 2007 and serves as an investment advisor representative at his firm.5 His professional credentials include being a Juris Doctor (J.D.) and a Certified Public Accountant (CPA).2 He is registered as an Investment Adviser with the SEC.3

Kurt Winiecki's firm, Winiecki Wealth Management, provides a range of financial services, including:

  1. Financial planning
  2. Tax planning
  3. Estate planning
  4. 401(k) plan services
  5. Fiduciary services for personal wealth management67

The company prides itself on offering top-tier financial expertise and collaborating with clients on complex planning issues.6 Winiecki regularly shares insights and updates about financial planning and wealth management through his LinkedIn profile, demonstrating his ongoing engagement in the field.246

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Kurt Winiecki
Kurt Winiecki, photo 1
Kurt Winiecki, photo 2
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Location

Chicago, Illinois, United States