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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2019-02-05 |
| IN | RA | APPROVED | 2018-04-06 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
11039 Broadway Suite C, Crown Point, IN 46307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truewealth Advising Group | Crown Point | IN | 04/2016 | Present |
| Hilbrich Law Firm | Highland | IN | 01/2017 | Present |
| Crown Point Community School Corp | Crown Point | IN | 07/2017 | Present |
| National Life Group | Crown Point | IN | 03/2018 | Present |
| Equity Services Inc | Montpelier | VT | 03/2018 | 11/2019 |
| Equity Services Inc | Monpelier | VT | 11/2019 | Present |
*TRUEWEALTH ADVISING GROUP,11039 BROADWAY,SUITE C,CROWN PONT,IN 46307,INV REL,DURING TRD/HRS,ONGOING,INSURANCE,AGENT,100%*HILBRICH LAW FIRM,2637-45TH STREET,HIGHLAND,IN 46322,01/01/2017,ONGOING,NOT INV REL,BOOKKEEPER,NOT DURING TRD/HRS,0%*BIRDIE TIME GOLF,LLC,964 KENDALL COURT CROWN POINT,IN 46307,02/28/2017,ONGOING,NOT INV REL,FACILITATE YOUTH GOLF CAMPS&INSTRUCTION,PRESIDENT,MINIMAL TIME,NOT DURING TRD/HRS*INDIANA FCA ( FELLOWSHIP OF CHRISTIAN ATHLETES),964 KENDALL COURT,CROWN POINT, IN 46307,NOT INV REL,NOT DURING TRD/HRS,10/25/2024,ONGOING,BOARD MEMBER, 1HR/MTH*WHITE HAWK COUNTRY CLUB HOMEOWNERS ASSOCIATION,1100 WHITE HAWK DRIVE,CROWN POINT, IN 46307,10/22/2024,ONGOING,NOT INV REL,NOT DURING TRD/HRS,BOARD MEMBER,0%*FELLOWSIP OF CHRISTIAN ATHLETES,8701 LEEDS ROAD, KANSAS CITY, MO,NOT INV REL,NOT DURING TRD/HRS, 07/01/2025, BOARD MEMBER,CHARITABLE MISSION WORK,0%*LAKESHORE FINANCIAL GROUP,11039 BROADWAY,SUTIE C,CROWN POINT,IN 46307,02,26,2026,ONGOING,INSURANCE,AGENT,DURING TRD/HRS, INV REL,40 HRS/WK..
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-27 |
| S65 | Uniform Investment Adviser Law Examination | 2018-04-06 |
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