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6915 N. Knoxville Avenue Upper Level Suite B, Peoria, IL 61614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-12-23 |
| TX | RA | APPROVED_RES | 2019-05-20 |
| IL | RA | APPROVED | 2007-05-10 |
Branch Locations
Lake Forest, IL • United States
6915 N. Knoxville Ave. Ste. D, Peoria, IL 61614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Designs, Inc. | Peoria | IL | 02/2002 | Present |
1.)CUSTOM SERVICE CRANE, INC.; MAHOMET, IL; PRESIDENT AND 25% OWNER; 9/94 - PRESENT; BUSINESS: CRANE FOR HIRE SERVICE; 2 HOURS PER MONTH; NON-INVESTMENT RELATED BUSINESS, 2.) BHS INSURANCE SERVICES; PEORIA, IL; 50% PARTNER; 4/93 - PRESENT; BUSINESS: GENERAL AGENT WITH AMERICAN COMMUNITY MUTUAL INSURANCE COMPANY; 1 HOUR PER MONTH; NON-INVESTMENT RELATED BUSINESS, 3.) VISIONARY HOSPITALITY SERVICES, INC.; MAHOMET, IL; PRESIDENT AND 50% OWNER; 3/98 - PRESENT; BUSINESS - OWNS TWO SELF SERVE CAR WASHES; LESS THAN 1 HOUR PER MONTH; NON-INVESTMENT RELATED BUSINESS, 4.) THE BOX MANUFACTURING COMPANY, INC.; PEORIA, IL; PRESIDENT AND 50% OWNER; 1/00 - PRESENT; BUSINESS: CORRIGATED BOX MANUFACTURER; 8 HOURS PER MONTH; NON-INVESTMENT RELATED BUSINESS 5.Wealth Designs, Inc.; investment-related? Yes; 613 W. Glen Ave. Peoria Illinois 61614; Financial Planning (same as MWM); President; July 1994 Approximately 10 hours per month; Financial plans and financial planning may include, but are not limited to: investment planning, life insurance; tax concerns; retirement planning; college planning; and debt/credit planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-05 |
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