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Michael John Perna

First Choice Financial Services LLC

Oak Brook, IL

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Current Employers
First Choice Financial Services Llc

1301 West 22Nd Street Suite 805, Oak Brook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-28
TX RA APPROVED_RES 2021-12-02
IL RA APPROVED 2008-02-27
  • FL RA
    APPROVED
    Since 2025-01-28
  • TX RA
    APPROVED_RES
    Since 2021-12-02
  • IL RA
    APPROVED
    Since 2008-02-27

Branch Locations

1301 West 22Nd Street Suite 805, Oak Brook, IL 60523 • 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
First Choice Financial Services, Llc Chicago IL 08/2007 Present
First Choice Insurance Agency Chicago IL 08/2002 Present
Mike Perna And Associates Inc. Chicago IL 01/1993 Present
  • 08/2007 → Present
    First Choice Financial Services, Llc
    Chicago, IL
  • 08/2002 → Present
    First Choice Insurance Agency
    Chicago, IL
  • 01/1993 → Present
    Mike Perna And Associates Inc.
    Chicago, IL
Other Businesses

MICHAEL PERNA AND ASSOCIATES,; INC.;NON-INVESTMENT RELATED;2846 N. SOUTHPORT, CHICAGO,IL;INSURANCSERVICES;PRESIDENT;01/1983 FIRST CHOICE INSURANCE AGENCY, LLC;NON-INVESTMENT RELATED;2846 N. SOUTHPORT, CHICAGO,IL;INSURANCSERVICES;PRESIDENT;08/2002 APPROX 80 HRS/MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-14
  • S65 Uniform Investment Adviser Law Examination
    2008-02-14
Other Names
  • Mike Perna

View on SEC IAPD

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ERGAWEALTH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
GEIGER WEALTH MANAGEMENT

Other Investors

TODD BRENDAN SCHROEDER
MICHAEL CHRISTOPHER LEE
DANIEL P SCHIPITSCH
ALAN P MADEJ
Anthony Joesph Bittman
Joseph Herr
Lauren A Mlady
Danieh Kasar

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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