Skip to content

Angeline Catherine Wozniak

Investment adviser representative at Chicago Oakbrook Financial Group
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
1 yearFirm in business

Are you Angeline Catherine Wozniak? Claim your profile

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.

  1. Chicago Oakbrook Financial GroupMay 2026 to now
  2. Cofg Advisors, LLCFeb 2026 to now
  3. Synergy One Landing, Inc.Feb 2025 to Mar 2026
  4. Guranteed RateSep 2023 to Jan 2025
  5. Nations LendingSep 2022 to Sep 2023
  6. Guaranteed RateJul 2021 to Sep 2022
  7. 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
Advisor's SEC record (opens in a new tab)
CallContact this firm