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Current Employers
Farmers Asset Management, Llc

30700 Russell Ranch Road 214, Westlake Village, CA 91362 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-08-03
TX RA APPROVED 2026-07-28
CA RA APPROVED 2025-12-03
  • IL RA
    APPROVED
    Since 2026-08-03
  • TX RA
    APPROVED
    Since 2026-07-28
  • CA RA
    APPROVED
    Since 2025-12-03

Branch Locations

215 N Arlington Heights Rd Suite 100, Arlington Heights, IL 60004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Farmers Insurance Group Arlington Heights IL 05/1999 Present
Farmers Financial Solutions, Llc Arlington Heights IL 03/2009 Present
Team Usa Mortgage Arlington Heights IL 08/2023 Present
Jeffrey R Mauritzen Insurance Agency Dba 3 Point Financial Arlington Heights IL 08/2023 Present
Farmers Asset Management, Llc Westlake Village CA 09/2025 Present
  • 05/1999 → Present
    Farmers Insurance Group
    Arlington Heights, IL
  • 03/2009 → Present
    Farmers Financial Solutions, Llc
    Arlington Heights, IL
  • 08/2023 → Present
    Team Usa Mortgage
    Arlington Heights, IL
  • 08/2023 → Present
    Jeffrey R Mauritzen Insurance Agency Dba 3 Point Financial
    Arlington Heights, IL
  • 09/2025 → Present
    Westlake Village, CA
Other Businesses

TEAM USA MORTGAGE POSITION: Mortgage Loan Originator NATURE: Mortgage loan origination INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2023 ADDRESS: Arlington Heights IL 60004, United States DESCRIPTION: Originating mortgage loans for home purchases and refinancing. 3 POINT FINANCIAL POSITION: Insurance Agent NATURE: Small to mid size group health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/07/2023 ADDRESS: Arlington Heights IL 60004, United States DESCRIPTION: Agent supervising sub producers RENTAL PROPERTY POSITION: Owner NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/08/2024 ADDRESS: Cape Coral FL 33904, United States DESCRIPTION: Owner of property. Management company handles a majority of daily activities. JEFFREY R MAURITZEN INS AGENCY DBA 3 POINT FINANCIAL POSITION: Agency Owner NATURE: Added a DBA to my S-Corp Jeffrey R Mauritzen Ins Agency INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2023 ADDRESS: Arllington Heights IL 60004, United States DESCRIPTION: Licensed insurance agent appointed with various insurance carriers.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-09
  • S63 Uniform Securities Agent State Law Examination
    2000-10-09
Designations
Other Names
  • Jeff Mauritzen

View on SEC IAPD

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