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745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-01-07 |
Branch Locations
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Crownhaven Wealth Advisors | Carmel | IN | 12/2015 | 09/2017 |
| Cetera Advisors, Llc | Denver | CA | 04/2016 | 09/2017 |
| American United Life | Indianapolis | IN | 10/2017 | 11/2021 |
| Oneamerica Securities | Indianapolis | IN | 10/2017 | 11/2021 |
| Pruco Securities, Llc. | Indianapolis | IN | 11/2021 | 09/2023 |
| Prudential Insurance Company Of America | Indianapolis | IN | 11/2021 | 09/2023 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2023 | 05/2025 |
| Cetera Investment Advisers Llc | Indianapolis | IN | 09/2023 | 05/2025 |
| Iwg | Indianapolis | IN | 11/2024 | 05/2025 |
| The Poschinger Group Llc | Indianapolis | IN | 02/2024 | 11/2025 |
| 4Wealth Advisors, Inc. | Burr Ridge | IL | 06/2024 | 01/2026 |
| 4Wealth Advisors, Inc. | Burr Ridge | IL | 01/2026 | Present |
| Comprehensive Ret Solutions | Indianapolis | IN | 06/2015 | 10/2017 |
| Flanner Buchanan | Indianapolis | IN | 11/2025 | Present |
Flanner Buchanan; non investment-related; Indianapolis, IN; funeral/cremation and cemetery planning; Family Services Advisor; employee; 11/2025; approximately 56 hours/month, which may be during securities trading hours; duties include sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-10 |
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