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Randolph Stuart Herzfeld

Winslow Financial LLC

Lake Bluff, IL

Chicago, IL

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Current Employers
Winslow Financial Llc

11 N Skokie Hwy Suite 306, Lake Bluff, IL 60044 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2008-07-23
  • IL RA
    APPROVED
    Since 2008-07-23

Branch Locations

11 N Skokie Hwy Suite 306, Lake Bluff, IL 60044 • United States

Chicago, 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
Optum Chicago IL 06/2013 06/2018
Centene Chicago IL 06/2018 01/2019
Prm Consulting Group Chicago IL 09/2020 04/2021
Actualwise Consulting Llc Chicago IL 01/2019 Present
Winslow Financial Llc Chicago IL 04/2008 Present
  • 06/2013 → 06/2018
    Optum
    Chicago, IL
  • 06/2018 → 01/2019
    Centene
    Chicago, IL
  • 09/2020 → 04/2021
    Prm Consulting Group
    Chicago, IL
  • 01/2019 → Present
    Actualwise Consulting Llc
    Chicago, IL
  • 04/2008 → Present
    Winslow Financial Llc
    Chicago, IL
Other Businesses

ActualWise Consulting, LLC Non-Investment Related Chicago, IL Actuarial Consulting Principal and Founder 01/2019 160-180 HOURS PER MONTH 160 HOURS PER MONTH Actuarial Consulting

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-22
  • S65 Uniform Investment Adviser Law Examination
    2008-07-22
Other Names
  • Rafi Herzfeld
  • Randy Hertzfeld

View on SEC IAPD

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JEFF M BATTERSON
TYLER JOHN REINHARD
SCOTT WHITNEY TURNER

Other Offices

LANDOLT SECURITIES, INC. · LAKE BLUFF, IL
LPL FINANCIAL LLC · LAKE BLUFF, IL
SPC · LAKE BLUFF, IL
WINSLOW FINANCIAL LLC · Lake Bluff, IL
FAIRCOURT PARTNERS, LLC · LAKE BLUFF, IL
CETERA INVESTMENT ADVISERS LLC · LAKE BLUFF, IL
RODGERS BROTHERS, INC. · Lake Bluff, IL
LPL FINANCIAL LLC · LAKE BLUFF, IL

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