Jennifer Ann Badzinski
Investment adviser representative at Moldenhauer & Associates
13 yearsExperience
1 stateRegistered in
$764.9MFirm assets
1 yearFirm in business
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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
- Pension consulting
Experience
13 years in the industry.
- Merit Financial AdvisorsSep 2026 to now
- Purshe Kaplan Sterling InvestmentsSep 2026 to now
- Moldenhauer & AssociatesNov 2017 to now
- Commwealth Financial NetworkNov 2017 to Sep 2026
- LPL Financial LLCNov 2013 to Nov 2017
- Evans National BankAug 2013 to Nov 2017
- The Evans AgencyAug 2013 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Moldenhauer & Associates
Legal name: Buffalo Business & Estate Services Ltd
$764.9MAssets managed
1,152Clients
10Advisers
1 yearIn 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
- 6235419
- Firm CRD
- 337303