Susan Lynn Szalczynski
Investment adviser representative at Signature Financial Services, Ltd
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$274MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
36 years in the industry.
- First Heartland Capital, Inc.Sep 2001 to now
- Signature Financial Services, LtdAug 1999 to now
- James B. Szal & Co.May 1990 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
Signature Financial Services, Ltd
$274MAssets managed
353Clients
12Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4019996
- Firm CRD
- 123729