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Janet M Redding

Capital Analysts

Schaumburg, IL

Lincoln Investment

Crystal Lake, IL

Schaumburg, IL

CRD 4677745

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Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2014-12-11
  • IL RA
    APPROVED
    Since 2014-12-11

Branch Locations

217-D Chesterfield Ct., Schaumburg, IL 60193 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-06-07
  • IL RA
    APPROVED
    Since 2013-06-07

Branch Locations

Crystal Lake, IL • United States

Schaumburg, IL • 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
Lincoln Investment Planning Wyncote PA 04/2013 Present
  • 04/2013 → Present
    Lincoln Investment Planning
    Wyncote, PA
Previous Registrations
  • 2011-02-17 → 2013-06-07
    Legend Advisory, Llc
    Schaumburg, IL
    Palm Beach Gardens, FL
  • 2004-03-23 → 2005-11-07
    Oberweis Securities, Inc.
    Antioch, IL
  • 2003-08-08 → 2004-04-01
    Ameritas Investment Company, Llc
    Rosemont, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-14
  • S66 Uniform Combined State Law Examination
    2003-07-14
Other Names
  • Jan Wieczorek
  • Jan Roselli

View on SEC IAPD

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