Tom Prybylo, RFP, MBA
Glen Ellyn, Illinois, 60137
Member Since 2006
We are an independent financial planning/wealth management firm, and a member of the Christian Financial Advisors Network. We stand behind our motto of: Trust, Integrity and Service and our dedicated team of professionals focus on helping you and your family achieve your financial goals as a fee based firm. We understand the importance of having the assets and income to send your children to the right schools, enjoy a comfortable retirement,and have financial independence late in life. We focus on personalized planning and asset management to better help you and your family meet these goals. When you are our client, you will have the financial peace of mind of knowing your assets and financial future are in the hands of trustworthy experts
My Location
Background Information
Years of Financial Experience
- 17
Education
- University of Ilinois (BA)
- DePaul University (MBA in Finance)
Certifications and Designations
- RFP
- MBA
Association Memberships
- Registered Financial Planners Institute
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee, Commissions (Insurance)
- Investment Services: Asset-based fee, Hourly fee, Fixed fee, Commissions (Insurance)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing,LLC
- National FInancial Services
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 2532551
- Securities Registrations: Series 65, Series 66, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Health
Company Names
- Registered Investment Advisor: Crown Capital Securities
- Broker/Dealer: Crown Capital Securities
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Illinois
- Indiana
- Iowa
- Michigan
- Minnesota
- Wisconsin
Disclosure(s)
- View StatementSecurities offered through Crown Capital Securities, LP; member FINRA/SIPC
- View ADV
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review, Wealth Managment
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, We understand the importance of
Investment Products
- Mutual Funds, Securities, Commodities, REITs, Mortgages, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Health
Visit Website - http://www.integrityfm.com
