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Tony Kendzior, CLU, ChFC

No Current Employment Listed

Gainesville

FL

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Overview

Services

Advisor Services

  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
    • -Other Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Mutual Service Corporation 1 year, 1 month May 2007 - Jun 2008
United Planners Financial Services of America 3 years, 11 months Jan 2003 - Dec 2006
Kendzior Financial Group, Inc. 20 years, 3 months Mar 1990 - Jun 2010
Independent Insurance Sales 43 years, 6 months Oct 1976 - Present

Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Richard Kendzior

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
Fund Classification & Me?
Colin - It's a good question. Have you called yet and talked with someone at Vanguard in their qualified accounts section? (Qualified in this context means as yet untaxed money.) Some companiies have minimums per household, some minimums per account, some by some other criteria and the best answer ...  (more)
Answered Apr 2014
How do I find my 401k plan?
Anthony - Since you did not provide the company where you now have or used to have 401k money, it's a little difficult to answer. If you have a statement from your plan you have more information than I do right now. One solution is to allow someone like me to do a search which might reveal who the p...  (more)
Answered Apr 2014
I worked for hon industries in sulphur springs tx. in 1992 & 1993 how do i find my 401k savings?
Christopher - see this answer to another question by Courtenay Shipley.I wrote a guide on this recently. You might find it helpful: https://www.brightscope.com/financial-planning/advice/guide/10268/Guide-To-Tracking-Down-Old-401K-Accounts/- See more at: http://www.brightscope.com/financial-plannin...  (more)
Answered Apr 2014
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Feb 27, 2020
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Aug 19, 2016
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Assets

    There are no assets to display at this time.

    Fees

    Types of Compensation Arrangements