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5454 W. 110Th Street, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-03 |
Branch Locations
1515 W. 22Nd St., Suite 850W, Oak Brook, IL 60523 • United States
5454 W. 110Th Street, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mesirow Financial, Inc. | Chicago | IL | 01/2004 | 09/2023 |
| Creative Planning, Llc | Chicago | IL | 10/2023 | Present |
1.) BENSENVILLE GUN CLUB, LLC. HOLDING COMPANY FOR FAMILY LIMITED PARTNERSHIP ASSETS, MEMBER. 2.) CHOOSE DUPAGE, TITLE: REPRESENTATIVE OF MESIROW FINANCIAL, ENCOURAGE BUSINESS DEVELOPMENT IN DUPAGE COUNTY, ATTEND REGULAR BOARD MEETINGS, PARTICIPATE IN SPECIFIC COMMITTEES, HELP SPREAD THE WORD ABOUT THE ORGANIZATION AND IT'S BENEFITS, DEVOTE 5 HOURS PER MONTH. 3.) HINSDALE SWIM CLUB; LOCAL SWIM CLUB; BOARD MEMBER; ASSIST WITH THE MANAGEMENT AND OVERSIGHT OF THE CLUB; 4 HOURS PER MONTH. 4.) AP Music City Real Estate, LLC; Jointly owned rental property; Managing Member, Oversee rental property, Devote 1 hour per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2003-01-07 |
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