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2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-04-11 |
| IL | RA | APPROVED | 2018-07-25 |
Branch Locations
185 Buckley Dr Ste A, Rockford, IL 61107 • United States
1333 Burr Ridge Pkwy Ste 200, Burr Ridge, IL 60527 • United States
645 3Rd St., Beloit, WI 53545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 07/2018 | Present |
| Seyller Financial Group, Llc | Rockford | IL | 07/2018 | Present |
| Ingredion Inc. | Westchester | IL | 06/2016 | 07/2018 |
| Tax Services | Rockford | IL | 01/2019 | Present |
1.)SEYLLER FINANCIAL GROUP, LLC; INVESTMENT-RELATED; 185 BUCKLEY DR., SUITE A ROCKFORD, IL 61107; INSURANCE SALES AND SERVICE; INSURANCE AGENT; 7/2018; 160 HOURS PER MONTH; 160 HOURS PER MONTH; SELL LIFE AND HEALTH INSURANCE PRODUCTS AND PREPARE TAX RETURNS 2.)BOYS AND GIRLS CLUB; NON-INVESTMENT-RELATED; 1040 N. 2ND ST, ROCKFORD, IL 61107; RECREATION; BOARD MEMBER; START DATE 07/01/2020; 2 HRS PER MONTH; 2 HRS DURING TRADING HRS. 3.)TAX SERVICES POSITION: CPA, Financial Advisor NATURE: Tax return services INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2019 ADDRESS: 185 Buckley Dr. Suite A, Rockford IL 61107, United States DESCRIPTION: I perform tax returns for people that need them done.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
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