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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-02 |
| WI | RA | APPROVED | 2021-10-28 |
| IL | RA | APPROVED | 2021-10-27 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
6615 Grand Ave #180, Gurnee, IL 60031 • United States
The Villages, FL • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Chicago | IL | 07/2013 | 10/2018 |
| Bfc Planning, Inc. | Chicago | IL | 07/2013 | 10/2018 |
| All Financial Group | Chicago | IL | 02/1999 | Present |
| Wealth Watch Advisors | Englewood | CO | 10/2018 | 10/2021 |
| Brookstone Wealth Advisors | Grand Rapids | MI | 10/2021 | Present |
1. ALL FINANCIAL GROUP, 2/1999 to present agent selling health life and fixed annuities, Gurnee IL- 2. WEALTH MANAGEMENT-FINANCIAL ADVISOR-2/1999--DBA FOR SECURITIES BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-29 |
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