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Strategic Investment Solutions, Inc. CRD 143128
$830M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9501 W 144Th Place, Orland Park, IL 60462-2562 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-04-14 |
Branch Locations
9501 W 144Th Place, Orland Park, IL 60462-2562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 07/2016 | 06/2017 |
| Lpl Financial, Llc | Orland Park | IL | 07/2017 | 12/2017 |
| Strategic Investment Solutions Inc | Orland Park | CA | 07/2017 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2017 | Present |
| Forum Financial Management, Lp | Lombard | IL | 03/2021 | Present |
1. Strategic Investment Solutions, Inc,-Investment related-9501 W. 144th Place, Ste. 101, Orlando Park, IL 60462-RIA-Para Planner/Assistant-7/2017-140 hrs/mth-140 during trading hrs-Client services & advisor support Tax preparation services through Robert Byrns EA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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