Best Investors Account Sign in

Andrew Craig Atseff

Rothschild Wealth LLC

Oakbrook, IL

Claim This Profile
Current Employers
Rothschild Wealth Llc

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2012-06-04
  • IL RA
    APPROVED
    Since 2012-06-04

Branch Locations

700 Commerce Drive Suite 170, Oakbrook, IL 60523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rothschild Wealth Llc Oak Brook IL 06/2012 Present
World Equity Group Wheaton IL 03/2014 03/2017
Halo Securities, Llc Oak Brook IL 03/2017 08/2023
Rothschild Investments Llc Chicago IL 06/2024 Present
  • 06/2012 → Present
    Rothschild Wealth Llc
    Oak Brook, IL
  • 03/2014 → 03/2017
    World Equity Group
    Wheaton, IL
  • 03/2017 → 08/2023
    Halo Securities, Llc
    Oak Brook, IL
  • 06/2024 → Present
    Rothschild Investments Llc
    Chicago, IL
Previous Registrations
Other Businesses

INSURANCE AGENT LIFE AND HEALTH ROTHSCHILD INVESTMENTS LLC BROKER DEALER REGISTERED REPRESENTATIVE SINCE 06/2024 INVESTMENT RELATED ROTHSCHILD WEALTH LLC INVESTMENT ADVISER MANAGING DIRECTOR SINCE 06/2012 INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-11-15
S65 Uniform Investment Adviser Law Examination 2004-11-10
  • S63 Uniform Securities Agent State Law Examination
    2004-11-15
  • S65 Uniform Investment Adviser Law Examination
    2004-11-10
Other Names
  • Andy Craig Atseff
  • Andrew Asteff

View on SEC IAPD

Other Firms

DILLOW WEALTH MANAGEMENT LLC
ROTHSCHILD FINANCIAL PARTNERS, LLC
INTEGRATED WEALTH PLANNERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HIGHPOINT PLANNING PARTNERS
LPL FINANCIAL LLC
COMPASS FINANCIAL MANAGEMENT LLC
WAVERLY ADVISORS, LLC

Other Investors

TIMOTHY LOUIS DILLOW
Ian Peter Dillow
BRITTON HILL REYNOLDS
Ethan Michael Schmidt
GABRIELLA ROSE KENT
TYLER DAVID QUALIO
JOHN DOETSCH NEWHOUSE
Michael James Corbett

Other Offices

DILLOW WEALTH MANAGEMENT LLC · OAK BROOK, IL
ROTHSCHILD FINANCIAL PARTNERS, LLC · OAK BROOK, IL
INTEGRATED WEALTH PLANNERS LLC · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · OAK BROOK, IL
HIGHPOINT PLANNING PARTNERS · Oak Brook, IL
LPL FINANCIAL LLC · OAK BROOK, IL
COMPASS FINANCIAL MANAGEMENT LLC · OAK BROOK, IL
WAVERLY ADVISORS, LLC · OAK BROOK, IL

More in Oakbrook, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor