Best Investors Account Sign in
Current Employers
Capital Analysts

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-04-17
  • IL RA
    APPROVED
    Since 2015-04-17

Branch Locations

2571 Division Street, Joliet, IL 60435 • United States

Lincoln Investment

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2013-04-10
  • IL RA
    APPROVED
    Since 2013-04-10

Branch Locations

Crystal Lake, IL • United States

2571 Division Street, Joliet, IL 60435 • 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
The Voyager Group, Ltd Joliet IL 12/2007 Present
Lincoln Investment Planning, Inc. Joliet IL 07/2011 Present
The Voyager Group Joliet IL 05/2007 Present
Isagenix Chandler AZ 07/2014 Present
  • 12/2007 → Present
    The Voyager Group, Ltd
    Joliet, IL
  • 07/2011 → Present
    Lincoln Investment Planning, Inc.
    Joliet, IL
  • 05/2007 → Present
    The Voyager Group
    Joliet, IL
  • 07/2014 → Present
    Isagenix
    Chandler, AZ
Other Businesses

The Voyager Group POSITION: Agent NATURE: Life Insurance and Fixed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2007 ADDRESS: 2571 Division St, Joliet, IL, 60435 DESCRIPTION: If a client is interested in life insurance we do that for them. Also, some clients prefer safer products such as fixed annuities and we do that for them as well. PROSISE CONSULTING, INC. POSITION: owner NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2023 ADDRESS: 1212 Ryehill Ct, Joliet IL 60431, United States DESCRIPTION: DBA for Lincoln business. Through Lincoln, I will help people consolidate their student loans if necessary and also help them pick the most beneficial repayment plan for their student loans. I will also help them with forgiveness programs as well. NATIONAL TAX-DEFERRED SAVINGS ASSOCIATION POSITION: Vice President NATURE: Financial Advocacy (Non-Profit) INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 4401 N. Fairfax Dr, Suite 600, Arlington VA 22203, United States DESCRIPTION: Leadership council governs the NTSA and makes policy decisions for NTSA. We meet monthly and discuss current situations and ways to remedy them. As Vice President I still perform the same duties. Estate Planning Council of Joliet Position: Treasurer & Board Member Nature: Non-Profit Investment Related: Yes Hours: 2 Securities Trading Hours: 0 Start Date: 5/13/2021 Address: 2801 West Jefferson , Joliet, IL 60435 Description: - collect annual dues from members. Pay the bill for the monthly dinner from the funds of the group.-The organization fosters cooperation among attorneys, CFA's, CFP's, trust officers, and advisors for estate planning purposes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-04-08
S63 Uniform Securities Agent State Law Examination 2008-01-18
  • S65 Uniform Investment Adviser Law Examination
    2013-04-08
  • S63 Uniform Securities Agent State Law Examination
    2008-01-18
Other Names
  • Jennifer Nciole Tentler

View on SEC IAPD

More in Joliet, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor