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5187 Utica Ridge Rd, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-10-31 |
Branch Locations
3250 Lacey Road Suite 130, Downers Grove, IL 60515 • United States
6800 Main Street, Suite 215, Downers Grove, IL 60516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G James Kmetz Cpa | Willowbrook | IL | 05/1996 | 04/2017 |
| First Heartland Capital Inc | Lake St Louis | MO | 01/2015 | 10/2024 |
| Signature Financial Services, Ltd | Arlington Heights | IL | 01/2015 | 10/2024 |
| Ausdal Financial Partners, Inc | Davenport | IA | 10/2024 | Present |
| Kmetz Financial Group | Downers Grove | IL | 04/2017 | Present |
KMETZ FINANCIAL GROUP, INC.; INVESTMENT RELATED; WILLOWBROOK, IL; ACCOUNTING AND TAXATION SERVICES; CPA; ACTIVITY BEGAN 5/2017; I DEVOTE 160 HOURS PER MONTH TO THIS ACTIVITY; FULL SERVICE ACCOUNTING AND TAX PREPARATION. WILLOWBROOK BURR RIDGE CHAMBER OF COMMERCE; NOT INVESTMENT RELATED; BURR RIDGE, IL; NON-PROFIT CHAMBER OF COMMERCE; TREASURER, MEMBER SINCE 2001; I DEVOTE APPX 2-3 HOURS PER MONTH TO THIS ACTIVITY; REVIEW ADMINISTRATORS BOOKKEEPING, RECONCILE BANK STATEMENTS AD COMPILE FINANCIALS FOR BOARD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-04 |
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