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1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-25 |
| WI | RA | APPROVED | 2024-06-25 |
| IL | RA | APPROVED | 2013-04-16 |
Branch Locations
1130 W Lake Cook Road Suite 150, Buffalo Grove, IL 60089 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steve Lewit-Self Employed Insurance | Riverwoods | IL | 06/1991 | Present |
| Life Investors | Buffalo Grove | IL | 06/1999 | Present |
| Endorsed Diversified Services Dba | Buffalo Grove | IL | 09/1999 | Present |
| Uga Association Field Services | Buffalo Grove | IL | 06/1992 | Present |
| Tarkenton Financial Llc | Buffalo Grove | IL | 01/2003 | Present |
| Kcd Financial, Inc. | Buffalo Grove | IL | 08/2006 | Present |
| Wealth Financial Group | Buffalo Grove | IL | 01/1996 | Present |
FIXED INSURANCE & EQUITY INDEXED ANNUITIES. TARKENTON FINANCIAL LLC - AGENT. J. G. WENTWORTH - AGENT, ANNUITY PURCHASE PROGRAM. WEALTH-N, INC. - CEO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-02 |
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