Angeline Catherine Wozniak
Investment adviser representative at Chicago Oakbrook Financial Group
10 yearsExperience
1 stateRegistered in
$1.2BFirm 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
10 years in the industry.
- Chicago Oakbrook Financial GroupMay 2026 to now
- Cofg Advisors, LLCFeb 2026 to now
- Synergy One Landing, Inc.Feb 2025 to Mar 2026
- Guranteed RateSep 2023 to Jan 2025
- Nations LendingSep 2022 to Sep 2023
- Guaranteed RateJul 2021 to Sep 2022
- Midwest LendingFeb 2016 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Chicago Oakbrook Financial Group
Legal name: Cofg Advisors, LLC
$1.2BAssets managed
1,380Clients
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
- 8236716
- Firm CRD
- 333344