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Current Employers
Wealth Management

125 South 4Th Street, Norfolk, NE 68701 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-20
  • IL RA
    APPROVED
    Since 2026-07-20

Branch Locations

125 South 4Th Street, Norfolk, NE 68701 • United States

469 N. Lake St, Mundelein, IL 60060 • 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
Accounting Freedom, Ltd Mundelein IL 05/1981 Present
Wealth Management, Llc Norfolk NE 05/2014 Present
  • 05/1981 → Present
    Accounting Freedom, Ltd
    Mundelein, IL
  • 05/2014 → Present
    Wealth Management, Llc
    Norfolk, NE
Other Businesses

ACCOUNTANTS SOLUTIONS, INC, NON INVESTMENT RELATED, 469 N LAKE STREET, MUNDELEIN, ILLINOIS 60060, ACCOUNTING SOFTWARE SALES, CEO, 2002 START DATE, 4 HRS PER MONTH, 4 HRS PER MONTH DURING TRADING, CEO DUTIES AND DEVELOPMENT.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-27
  • S65 Uniform Investment Adviser Law Examination
    2014-05-27
Other Names
  • Tony Fiore

View on SEC IAPD

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