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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-11 |
| TX | RA | APPROVED | 2019-05-06 |
| IL | RA | APPROVED | 2018-07-03 |
Branch Locations
185 Buckley Dr Ste A, Rockford, IL 61107 • United States
1333 Burr Ridge Pkwy Ste 200, Burr Ridge, IL 60527 • United States
645 3Rd St., Beloit, WI 53545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seyller Financial Group, Llc | Rockford | IL | 06/2012 | Present |
| Global Financial Private Capital | Sarasota | FL | 04/2014 | 07/2018 |
| Ae Wealth Management | Topeka | KS | 07/2018 | Present |
| School Basketball Coach | Belvidere | IL | 11/2023 | Present |
1.) SEYLLER FINANCIAL GROUP, LLC; YES INVESTMENT RELATED; 185 BUCKLEY DR, STE A, ROCKFORD, IL 61107; INSURANCE SALES; INSURANCE AGENT; START DATE 06/2012; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.)SUCCESSOR TRUSTEE POSITION: Successor Trustee NATURE: The Trustee for the J&E B Irrevocable Trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/10/2021 ADDRESS: 185 Buckley Dr. Ste A, Rockford IL 61107, United States DESCRIPTION: The Trustee for the J&E B Irrevocable Trust. 3.)SCHOOL BASKETBALL COACH POSITION: Basketball Coach NATURE: Coaching Basketball for 2nd Grade and JV (3rd through 6th Grade) INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2023 ADDRESS: 1225 E. 2nd St., Belvidere IL 61008, United States DESCRIPTION: Coach kids games and practices. IMMANUEL LUTHERAN SCHOOL "SCHOOL ADVISORY COUNCIL" POSITION: School Advisory Council member NATURE: Lutheran School for Pre-k through 8th Grade. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2024 ADDRESS: 1225 E 2nd St,, Belvidere IL 61008, United States DESCRIPTION: Council Member. 1 of 5 individuals who advises the school's principal in setting up policy and procedures for day-to-day school operations and recommendations for future outlook and planning for the school. Not compensated for this role.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-04 |
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