Intelligent Investment Strategies

Intelligent Investment Strategies Our mission is to work hand-in-hand inspiring our clients to achieve true wealth through education, communication and service which exceeds their expectations.

• Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC finra.org sipc.org
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.


• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Address

Chicago, IL
60611

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18477528358

Website

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Meet Stefan Rosuck, Principal & Founder of Intelligent Investment Strategies

Intelligent Investment Strategies is led by Stefan Rosuck, President and Wealth Advisor who maintains over 20 years experience in the financial services industry. Stefan spent his early years working at UBS Wealth Management as the Vice President Financial Advisor and later moved to Morgan Stanley Smith Barney, where he continued as Vice President Financial Advisor. After the financial crisis of 2008, while all the Too Big To Fail banks got a bailout packages, individual investors got nothing. Stefan realized he needed to do something differently than the big box firms in order to better service his clients, especially in times of crisis. After 2008 Stefan built his own financial planning practice, Intelligent Investment Strategies LLC, focused on clients individual needs and goals.

After starting his own practice in 2008 Stefan has provided every client with a plan tailored around accomplishing each client’s individual goals and providing clients with cutting edge risk management. Stefan doesn’t settle for basic blanketed portfolios solutions built around algorithms and trend models. Every plan is built towards achieving your goals, minimizing your risk and tax burdens. Stefan works to build a relationship with you to understand what it is you’re trying to achieve and where you want to be in the future, whether that’s a comfortable retirement, leaving a legacy for your family or just saving for a big dream. At Intelligent Investment Strategies we are devoted to guiding you every step of the way in the journey to financial success.