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400 East Diehl Road Suite 240, Naperville, IL 60563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-04-15 |
Branch Locations
400 East Diehl Road Suite 240, Naperville, IL 60563 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Planning Advisors Group Inc. | Naperville | IL | 12/2017 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 11/2012 | 04/2021 |
| Patrick R. Kirvan | Mokena | IL | 09/2010 | 11/2017 |
| Advanced Planning Advisors Group Inc. | Naperville | IL | 04/2021 | Present |
ADVANCED PLANNING ADVISORS INC; NATURE: FIXED INSURANCE SALES; INVESTMENT RELATED; LOCATION: 2135 CITY GATE LANE, SUITE 300 NAPERVILLE, IL 60563; START: 12/2017; HOURS: 20 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-17 |
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