Wendy Jo West

Current Employers

Employment History

• 08/2000 → 07/2018
  Proequities
  Sycamore, IL
• 04/2012 → Present
  Harvest Financial Planning
  Oakbrook Terrace, IL
• 01/2014 → Present
  Double W Financial Group, Inc.
  Dekalb, IL

Previous Registrations

• 2000-09-18 → 2018-08-21
  Concourse Financial Group Securities, Inc.
  Sycamore, IL
  Sycamore, IL

Other Businesses

DBA: DOUBLE W FINANCIAL GROUP, INC.; INVESTMENT RELATED; 901 NORTH 1st STREET, SUITE 13, DEKALB, IL 60115; PREPARE FINANCIAL PLANS FOR CLIENTS; PRESIDENT; STARTED 01/2004; 10 HRS/MO. 2. SELL EQUITY INDEXED ANNUITIES WITH ING, LINCOLN BENEFIT, JEFFERSON PILOT, ALLIANZ; NOT INVESTMENT RELATED; 1 HR/MO. DOUBLE W FINANCIAL GROUP, INC. POSITION: OWNER NATURE: INSURANCE/FIXED ANNUITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 08/22/2003 ADDRESS: 901 NORTH 1st STREET, SUITE 13, DEKALB, IL 60115 DESCRIPTION: FINANCIAL PLANNING FIRM THAT OFFERS FIXED ANNUITIES AS WELL AS INSURANCE, IN ADDITION TO SECURITIES HARVEST INVESTMENT SERVICES POSITION: IAR NATURE: INVESTMENT ADVISOR INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 04/01/2012 ADDRESS: 2380 BETHANY ROAD, SYCAMORE IL 60178 DESCRIPTION: INVESTMENT ADVISOR WITH HARVEST INVESTMENT SERVICES. DOUBLE W FINANCIAL GROUP, INC. POSITION: PRESIDENT NATURE: FINANCIAL PLANNING INVESTMENT RELATED: YES NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 05/01/2012 ADDRESS: 901 NORTH 1st STREET, SUITE 13, DEKALB, IL 60115 DESCRIPTION: PREPARE FINANCIAL PLANS FOR CLIENTS DEKALB AREA RETIREMENT CENTER POSITION: BOARD MEMBER NATURE: RETIREMENT COMMUNITY INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 01/01/2014 ADDRESS: 2944 GREENWOOD ACRES DR. DEKALB IL 60115 DESCRIPTION: BI-MONTHLY BOARD MEETINGS. BI-MONTHLY COMMITTEE MEETING FOR FINANCE AND COMMUNITY RELATIONS. DOUBLE W FINANCIAL GROUP, INC. POSITION: PARTNER NATURE: FINANCIAL PLANNING INVESTMENT RELATED: NO NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 01/01/2014 ADDRESS: 901 NORTH 1st STREET, SUITE 13, DEKALB, IL 60115 DESCRIPTION: SELL EQUITY INDEX ANNUITIES:GENWORTH, SECURE LIVING INDEX 7NORTH AMERICAN PERFORMANCE CHOICE 8ING INDEX 7 KISHWAUKEE UNITED WAY POSITION: Board Member NATURE: United Way INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/2014 ADDRESS: 115 N. 1st Street, DeKalb IL 60115 DESCRIPTION: Board member involved in analyzing budget, helping organize fundraising events, and general goodwill around the community IHSA DESTINATION DEKALB POSITION: Chair NATURE: State High School Football Championships INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 02/01/2015 ADDRESS: Convocation Center, Northern IL University, DeKalb IL 60115 DESCRIPTION: Coordinate with Northern Illinois University the fall state football championships. Raise funds, raise community awareness, recruit volunteers and coordinate the event.

Exams

• S66 Uniform Combined State Law Examination
  1997-10-03

Other Names

• Wendy Jo West
• Wendy Jo West-Krauch