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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-03 |
| IL | RA | APPROVED | 2023-05-24 |
Branch Locations
2041 W. Iles Ave Suite A, Springfield, IL 62704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Wealth Advisors Llc | Springfield | IL | 06/2022 | Present |
| Us Bank | Springfield | IL | 10/2014 | 06/2022 |
20.67% OWNER OF LAND TRUST INTEREST. ADDRESS IS KURT WILKE TRUSTEE, PO BOX 79, SPRINGFIELD, IL. 62705. THE LAND TRUST IS OWNED BY MY BROTHERS (2) AND MY MOTHER. THE FARM IS WORKING FARM PRODUCING CORN AND SOYBEANS. I DO NOT DEVOTE ANYTIME OR HAVE AN POSITION IN ITS OPERATION. IT IS NOT INVESTMENT RELATED. IT HAS BEEN IN OUR FAMILY FOR MANY YEARS. I RECEIVED MY FIRST OWNERSHIP INTEREST WHEN MY FATHER DIED IN 1992. I HAVE NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-01 |
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