Best Investors Account Sign in
Inactive

Gregory Joseph Nickum

4Wealth Advisors, Inc.

Burr Ridge, IL

CRD 4587034

Claim This Profile
Employer firm

4Wealth Advisors, Inc. CRD 129727

$275M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
4Wealth Advisors, Inc.

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2023-06-29
  • IL RA
    APPROVED
    Since 2023-06-29

Branch Locations

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • 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
Retirement Income Management, Inc Warrenville IL 09/2012 12/2024
4Wealth Advisors, Inc. Warrenville IL 06/2023 Present
  • 09/2012 → 12/2024
    Retirement Income Management, Inc
    Warrenville, IL
  • 06/2023 → Present
    Warrenville, IL
Previous Registrations
  • 2012-09-19 → 2024-12-31
    Retirement Income Management, Inc.
    Warrenville, IL
  • 2009-11-26 → 2012-09-26
    Capital Management Associates,Inc.
    Lisle, IL
  • 2000-02-29 → 2006-01-25
    Bufka & Rodgers Llc
    Schaumburg, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-26
  • S65 Uniform Investment Adviser Law Examination
    1999-08-26
Designations
  • Chartered Financial Analyst
Other Names
  • Greg Nickum

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Burr Ridge, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor