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711 Newcastle Drive, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Benefit Strategies | Lake Forest | IL | 03/2001 | Present |
| Edwin C Blitz Investments, Inc | Northfield | IL | 08/2002 | Present |
| Kingsbury Capital, Llc | Evanston | IL | 10/2014 | Present |
| Kingsbury Capital Investment Advisors, Llc | Evanston | IL | 10/2014 | Present |
| Wright Benefit Advisors Inc. | Lake Bluff | IL | 08/2017 | Present |
President of Wright Benefit Strategies, Inc, an insurance brokerage and consulting firm licensed for life, health and property casualty insurance. The firm receives billed fees and/or commissions from the sale and servicing of insurance products. Peter Van Sise Wright is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Wright Benefit Advisers Inc. always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Wright Benefit Advisers Inc. in their capacity as a licensed insurance agent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-21 |
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