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Paul Edward Brandwein

Pcfo Capital

St Charles, IL

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Current Employers
Pcfo Capital

200 W River Dr Suite 16, St Charles, IL 60174 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-30
  • IL RA
    APPROVED
    Since 2026-07-30

Branch Locations

200 W River Dr Suite 16, St Charles, IL 60174 • 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
Incenter Securities Group Llc St. Charles Street IL 09/2017 05/2018
Logical Position Llc Deer Park IL 03/2016 05/2017
Midwest Building Inc. Crystal Lake IL 05/2017 09/2017
Incenter Llc Saint Paul MN 09/2017 05/2018
Midwest Building Inc. Crystal Lake IL 05/2018 09/2018
First Trust Portfolios L.P. Wheaton IL 09/2018 07/2025
First Trust Advisors L.P. Wheaton IL 09/2018 07/2025
Imac Llc St. Charles IL 09/2017 05/2018
Cais Capital, Llc New York NY 07/2025 02/2026
Capital Integration Systems, Llc New York NY 07/2025 02/2026
Hbw Advisory Services Llc Simi Valley CA 03/2026 Present
Playbook Wealth Partners Llc Saint Charles IL 03/2026 Present
  • 09/2017 → 05/2018
    Incenter Securities Group Llc
    St. Charles Street, IL
  • 03/2016 → 05/2017
    Logical Position Llc
    Deer Park, IL
  • 05/2017 → 09/2017
    Midwest Building Inc.
    Crystal Lake, IL
  • 09/2017 → 05/2018
    Incenter Llc
    Saint Paul, MN
  • 05/2018 → 09/2018
    Midwest Building Inc.
    Crystal Lake, IL
  • 09/2018 → 07/2025
    First Trust Portfolios L.P.
    Wheaton, IL
  • 09/2018 → 07/2025
    First Trust Advisors L.P.
    Wheaton, IL
  • 09/2017 → 05/2018
    Imac Llc
    St. Charles, IL
  • 07/2025 → 02/2026
    Cais Capital, Llc
    New York, NY
  • 07/2025 → 02/2026
    Capital Integration Systems, Llc
    New York, NY
  • 03/2026 → Present
    Hbw Advisory Services Llc
    Simi Valley, CA
  • 03/2026 → Present
    Playbook Wealth Partners Llc
    Saint Charles, IL
Previous Registrations
Other Businesses

Playbook Wealth Partners LLC, President/owner, investment advisory services, started 3/2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-05
S63 Uniform Securities Agent State Law Examination 2015-10-09
  • S65 Uniform Investment Adviser Law Examination
    2018-10-05
  • S63 Uniform Securities Agent State Law Examination
    2015-10-09
Other Names
  • Paul Brandwein
  • Paul Brandwein

View on SEC IAPD

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FORUM FINANCIAL MANAGEMENT, LP

Other Investors

PAUL STEVEN WESSEL
Martin T Friel
KRISTINE F FORD
KEVIN J MADDEN
Brett Meyer
BRIAN KEITH OHLINGER
ROBERT T RUDNICKI
Alexandra Mazanke Wilson

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · St Charles, IL
AMERIPRISE FINANCIAL SERVICES, LLC · ST. CHARLES, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Saint Charles, IL
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Saint Charles, IL
OSAIC WEALTH, INC. · ST. CHARLES, IL
HIGHTOWER ADVISORS, LLC · St. Charles, IL
AMERIPRISE FINANCIAL SERVICES, LLC · ST CHARLES, IL
BENJAMIN F. EDWARDS & COMPANY, INC. · St. Charles, IL

More in St Charles, IL

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