Advisor at Ascension Financial
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Firm
Ascension Financial
Location
Sugar Grove, IL
Credentials
ChFC®, Series 65
Industry experience
2 years
Bernard Czerwinski is a financial advisor at Ascension Financial with two years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Ascension Financial, he worked at RLK-PLG Investment Management, Forever Companies, GM Casting House, Inc., and Northport Investments. Outside of advising, he is the managing member of Czerwinski Consulting, which provides operational strategy and technology consulting for B2B manufacturers and direct consumer retail businesses. Ascension Financial is a fee-only advisory firm serving individual and high-net-worth clients, as well as trusts, estates, and qualified retirement plans. The firm actively manages portfolios using a combination of fundamental, quantitative, and technical analysis, and employs derivatives and margin strategies for hedging and income generation.
Based on Ascension Financial
$0 - $3,000,000: 1.15% Above $3,000,000+: 0.8%
Minimum fee: $2,000 minimum annual fee Fee-only: Fee-only investment advisory services; no commissions charged by the firm
Sugar Grove, IL
Illinois · Wisconsin
RLK-PLG Investment Management, LLC
2023 - Present (3 years)
Forever Companies
2018 - 2023 (5 years)
GM Casting House, Inc.
2005 - 2018 (13 years)
Northport Investments
2005 - 2016 (11 years)
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Other specialized services
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