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1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-10 |
| IL | RA | APPROVED | 2024-06-05 |
Branch Locations
1 Transam Plaza Drive Suite 230, Oakbrook Terrace, IL 60181-4285 • United States
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-10 |
| IL | RA | APPROVED | 2024-06-19 |
Branch Locations
5333 N Union Blvd Suite 200, Colorado Springs, CO 80918 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willow Creek Community Church | South Barrington | IL | 09/2014 | 08/2020 |
| Paulson Wealth Management Inc. | Wheaton | IL | 01/2020 | 04/2024 |
| Harvest Investment Services, Llc | Colorado Springs | CO | 06/2024 | Present |
| Envoy Advisory Inc. | Colorado Springs | CO | 06/2024 | Present |
(1) Co-Trustee for Patricia A Kaczmarek Trust (owner of Willway Holdings, LLC) - 8360 Bluffview Way, Colorado Springs, CO 80918 for my mother's investment accounts, I have taken over as Trustee and POA for all her investments and assets. Probably an hour per week, unpaid outside of AUM fees charged by employer (Harvest Investment Services) (2) Harvest Investment Services, LLC, 1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL 60181-4285; investment related; investment adviser representative start date: 06/2024; providing investment advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-20 |
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