Richard Westwood Lombard

Employer firm

Wellth Advisory Services, LLC CRD 330537

$26.7B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2013 → 05/2019
  Lpl Financial
  Naperville, IL
• 06/2019 → 08/2019
  Unemployed
  Lombard, IL
• 09/2019 → 11/2020
  Robbins Research International
  Lombard, IL
• 12/2020 → 10/2023
  Goldstone Financial Group, Llc
  Oakbrook Terrace, IL
• 10/2023 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2023-10-17 → 2024-07-05
  Global Retirement Partners Llc
  San Rafael, CA
  Shorewood, IL
• 2021-01-05 → 2023-09-06
  Goldstone Financial Group, Llc
  Oakbrook Terrace, IL
• 2013-03-01 → 2019-05-03
  Lpl Financial Llc
  Naperville, IL
  Oak Brook, IL
  Wheaton, IL
• 2012-10-01 → 2012-11-29
  Edward Jones
  St Louis, MO
• 2012-03-12 → 2012-09-27
  Morgan Stanley
  Oak Brook, IL

Other Businesses

LICENSED INSURANCE AGENT OFFERING LIFE AND FIXED ANNUITY SALES

Exams

• S66 Uniform Combined State Law Examination
  2012-03-09